Pacific Wealth Management First Tr Morningstar Dividend Transaction History
Pacific Wealth Management
- $189 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
441Shares Held
69.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$366 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$281 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$127 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$121 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$110 Million0.03% of portfolio