Avidian Wealth Solutions, LLC First Tr Morningstar Dividend Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 52,631 shares of FDL stock, worth $2.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

52,631

Previous 55,639 5.41%

Holding current value

$2.2 Million

Previous $2.14 Million 6.73%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$36.38 - $39.01 $109,431 - $117,342	-3,008 Reduced 5.41%	52,631 $2 Million
Q1 2024 May 03, 2024	BUY	$35.29 - $38.48 $52,652 - $57,412	1,492 Added 2.76%	55,639 $2.14 Million
Q4 2023 Feb 06, 2024	BUY	$31.58 - $36.4 $94,329 - $108,726	2,987 Added 5.84%	54,147 $1.94 Million
Q3 2023 Oct 13, 2023	BUY	$33.36 - $35.96 $28,222 - $30,422	846 Added 1.68%	51,160 $1.71 Million
Q2 2023 Aug 03, 2023	BUY	$33.19 - $36.38 $128,047 - $140,354	3,858 Added 8.3%	50,314 $1.71 Million
Q1 2023 May 08, 2023	SELL	$33.91 - $38.26 $294,508 - $332,288	-8,685 Reduced 15.75%	46,456 $1.65 Million
Q4 2022 Feb 06, 2023	BUY	$33.07 - $38.07 $1.82 Million - $2.1 Million	55,141 New	55,141 $2.02 Million

Others Institutions Holding FDL

# of Institutions

373

Shares Held

56.7M

Call Options Held

800

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Avidian Wealth Solutions, LLC First Tr Morningstar Dividend Transaction History