Wmg Financial Advisors, LLC First Tr Morningstar Dividend Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 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 $504,655. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,563
Previous 12,563
-0.0%
Holding current value
$504,655
Previous $476,000
10.71%
% of portfolio
0.26%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio