Wood Tarver Financial Group, LLC First Tr Morningstar Dividend Transaction History
Wood Tarver Financial Group, LLC
- $258 Million
- Q1 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 121 shares of FDL stock, worth $4,977. This represents 0.0% of its overall portfolio holdings.
Number of Shares
121
Previous 121
-0.0%
Holding current value
$4,977
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
454Shares Held
72.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$442 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.99MShares$287 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio