Modern Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Modern Wealth Management, LLC holds 26,183 shares of FDL stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
26,183Holding current value
$1.14 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
428Shares Held
68.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$397 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$305 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$138 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$131 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio