Daymark Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 21,846 shares of FDL stock, worth $931,950. This represents 0.04% of its overall portfolio holdings.

Number of Shares
21,846
Previous 23,460 6.88%
Holding current value
$931,950
Previous $1.02 Million 10.3%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$38.19 - $43.19 $61,638 - $69,708
-1,614 Reduced 6.88%
21,846 $914,000
Q1 2025

Apr 14, 2025
SELL
$39.69 - $43.83 $212,698 - $234,884
-5,359 Reduced 18.6%
23,460 $1 Million
Q4 2024

Jan 17, 2025
BUY
$39.59 - $43.95 $188,131 - $208,850
4,752 Added 19.74%
28,819 $1.16 Million
Q3 2024

Oct 08, 2024
BUY
$37.66 - $42.06 $24,253 - $27,086
644 Added 2.75%
24,067 $1.01 Million
Q2 2024

Aug 14, 2024
BUY
$36.38 - $39.01 $852,128 - $913,731
23,423 New
23,423 $888,000

Others Institutions Holding FDL

# of Institutions
480
Shares Held
79.4M
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 Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email