Mascoma Wealth Management LLC First Tr Morningstar Dividend Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 691 shares of FDL stock, worth $30,148. This represents 0.01% of its overall portfolio holdings.
Number of Shares
691
Previous 691
-0.0%
Holding current value
$30,148
Previous $28,000
3.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
483Shares Held
86.3MCall 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