Sugarloaf Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 926 shares of FDL stock, worth $39,623. This represents 0.01% of its overall portfolio holdings.
Number of Shares
926
Previous 926
-0.0%
Holding current value
$39,623
Previous $38,000
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding FDL
# of Institutions
431Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$390 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$299 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$135 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$129 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$117 Million0.03% of portfolio