Summit Wealth Group LLC / CO First Tr Morningstar Dividend Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$38.19 - $43.19 $1.01 Million - $1.14 Million	26,438 New	26,438 $1.11 Billion

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$533 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.89M
Shares

$344 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.51M
Shares

$197 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4M
Shares

$174 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.16M
Shares

$138 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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