Kingswood Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,371 shares of FDL stock, worth $472,237. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,371Holding current value
$472,237% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$75 Million0.02% of portfolio