Founders Grove Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Founders Grove Wealth Partners, LLC
- $445 Billion
- Q4 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 74,717 shares of FDL stock, worth $3.26 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
74,717
Previous 75,320
0.8%
Holding current value
$3.26 Million
Previous $3.27 Billion
1.32%
% of portfolio
0.75%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
478Shares Held
86.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio