Wj Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wj Wealth Management, LLC holds 272,824 shares of FDL stock, worth $11.1 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
272,824Holding current value
$11.1 Million% of portfolio
4.83%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
449Shares Held
70MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$370 Million0.15% of portfolio
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Morgan Stanley New York, NY6.99MShares$283 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$128 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$122 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$111 Million0.03% of portfolio