1776 Wealth LLC First Tr Morningstar Dividend Transaction History

1776 Wealth LLC

  • $198 Million
  • Q1 2024

A detailed history of 1776 Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, 1776 Wealth LLC holds 16,877 shares of FDL stock, worth $635,925. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,877
Previous 16,877 -0.0%
Holding current value
$635,925
Previous $564,000 15.07%
% of portfolio
0.33%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
BUY
$33.19 - $36.38 $22,569 - $24,738
680 Added 4.2%
16,877 $573,000
Q4 2022

Feb 15, 2023
SELL
$35.65 - $38.07 $8,377 - $8,946
-235 Reduced 1.43%
16,197 $592,000
Q1 2022

May 16, 2022
BUY
$35.1 - $37.75 $194,173 - $208,833
5,532 Added 50.75%
16,432 $615,000
Q4 2020

Feb 12, 2021
SELL
$25.5 - $30.51 $25,500 - $30,510
-1,000 Reduced 8.4%
10,900 $323,000
Q4 2019

Feb 12, 2020
BUY
$29.94 - $32.68 $356,286 - $388,892
11,900 New
11,900 $387,000

Others Institutions Holding FDL

# of Institutions
377
Shares Held
57.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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