Swisher Financial Concepts, Inc. First Tr Morningstar Dividend Transaction History

Swisher Financial Concepts, Inc.

  • $159 Million
  • Q3 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 8,316 shares of FDL stock, worth $350,685. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,316
Previous 8,400 1.0%
Holding current value
$350,685
Previous $318,000 8.49%
% of portfolio
0.22%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$37.66 - $42.06 $3,163 - $3,533
-84 Reduced 1.0%
8,316 $345,000
Q2 2024

Jul 22, 2024
SELL
$36.38 - $39.01 $109 - $117
-3 Reduced 0.04%
8,400 $318,000
Q1 2024

Apr 23, 2024
SELL
$35.29 - $38.48 $25,408 - $27,705
-720 Reduced 7.89%
8,403 $315,000
Q4 2023

Feb 13, 2024
BUY
$31.58 - $36.4 $288,104 - $332,077
9,123 New
9,123 $327,000

Others Institutions Holding FDL

# of Institutions
392
Shares Held
64.6M
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
Track This Portfolio

Track Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email