Pathway Financial Advisers, LLC First Tr Morningstar Dividend Transaction History

Pathway Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$39.59 - $43.95 $197 - $219	5 Added 0.68%	736 $29,000
Q3 2024 Oct 23, 2024	BUY	$37.66 - $42.06 $301 - $336	8 Added 1.11%	731 $30.7 Million
Q2 2024 Aug 20, 2024	BUY	$36.38 - $39.01 $14,588 - $15,643	401 Added 124.53%	723 $27.4 Million
Q1 2024 May 29, 2024	BUY	$35.29 - $38.48 $11,363 - $12,390	322 New	322 $12.4 Million
Q3 2023 Jul 19, 2024	SELL	$33.36 - $35.96 $1,834 - $1,977	-55 Reduced 14.59%	322 $10.8 Million
Q1 2023 Jul 19, 2024	BUY	$33.91 - $38.26 $101 - $114	3 Added 0.8%	377 $13.4 Million
Q4 2022 Jul 19, 2024	BUY	$33.07 - $38.07 $1,719 - $1,979	52 Added 16.15%	374 $13.7 Million

470

78.7M

Get notified when there are updates to the investment portfolio of Pathway Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on Pathway Financial Advisers, LLC with notifications on news.