Tcfg Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 26,662 shares of FDL stock, worth $1.06 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
26,662Holding current value
$1.06 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
59.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$336 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$263 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$97.9 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.1 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$71.7 Million0.02% of portfolio