Priebe Wealth Holdings LLC First Tr Morningstar Dividend Transaction History
Priebe Wealth Holdings LLC
- $137 Billion
- Q3 2024
A detailed history of Priebe Wealth Holdings LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Priebe Wealth Holdings LLC holds 24,062 shares of FDL stock, worth $973,548. This represents 0.74% of its overall portfolio holdings.
Number of Shares
24,062
Previous 20,072
19.88%
Holding current value
$973,548
Previous $761 Million
32.58%
% of portfolio
0.74%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio