Wisconsin Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Wisconsin Wealth Advisors, LLC
- $102 Billion
- Q4 2025
A detailed history of Wisconsin Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 93,247 shares of FDL stock, worth $4.07 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
93,247
Previous 97,251
4.12%
Holding current value
$4.07 Million
Previous $4.22 Billion
2.06%
% of portfolio
4.05%
Previous 4.02%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
479Shares Held
86.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio