A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 14,501 shares of FDL stock, worth $610,202. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,501
Previous 14,422 0.55%
Holding current value
$610,202
Previous $547 Million 11.2%
% of portfolio
0.48%
Previous 0.5%

Shares

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

Oct 23, 2024

BUY
$37.66 - $42.06 $2,975 - $3,322
79 Added 0.55%
14,501 $608 Million
Q2 2024

Oct 23, 2024

BUY
$36.38 - $39.01 $524,672 - $562,602
14,422 New
14,422 $547 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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