Baystate Wealth Management LLC First Tr Morningstar Dividend Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Baystate Wealth Management LLC holds 102 shares of FDL stock, worth $4,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 161 36.65%
Holding current value
$4,162
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$31.58 - $36.4 $1,863 - $2,147
-59 Reduced 36.65%
102 $3,000
Q3 2023

Oct 25, 2023
BUY
$33.36 - $35.96 $5,370 - $5,789
161 New
161 $5,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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 Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management 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 Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email