Wmg Financial Advisors, LLC First Tr Morningstar Dividend Transaction History
Wmg Financial Advisors, LLC
- $168 Million
- Q1 2024
A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 12,563 shares of FDL stock, worth $501,389. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,563
Previous 11,902
5.55%
Holding current value
$501,389
Previous $427,000
13.11%
% of portfolio
0.29%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$330 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$265 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$93.4 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$82.9 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.5 Million0.11% of portfolio