Axxcess Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,311 shares of FDL stock, worth $252,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,311
Previous 6,368 0.9%
Holding current value
$252,503
Previous $267,000 4.87%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$39.59 - $43.95 $2,256 - $2,505
-57 Reduced 0.9%
6,311 $254,000
Q3 2024

Nov 04, 2024
SELL
$37.66 - $42.06 $43,723 - $48,831
-1,161 Reduced 15.42%
6,368 $267,000
Q2 2024

Aug 09, 2024
BUY
$36.38 - $39.01 $273,905 - $293,706
7,529 New
7,529 $285,000

Others Institutions Holding FDL

# of Institutions
439
Shares Held
69.1M
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
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