Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History
Semus Wealth Partners LLC
- $143 Billion
- Q3 2024
A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,699 shares of FDL stock, worth $237,249. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,699
Previous 5,997
4.97%
Holding current value
$237,249
Previous $227 Million
5.1%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
399Shares Held
59.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$352 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75.2 Million0.02% of portfolio