Provence Wealth Management Group First Tr Morningstar Dividend Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Provence Wealth Management Group holds 20,465 shares of FDL stock, worth $828,013. This represents 0.4% of its overall portfolio holdings.
Number of Shares
20,465
Previous 20,486
0.1%
Holding current value
$828,013
Previous $685,000
7.15%
% of portfolio
0.4%
Previous 0.42%
Shares
9 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