Bellevue Asset Management, LLC First Tr Morningstar Dividend Transaction History

Bellevue Asset Management, LLC

  • $194 Million
  • Q3 2024

A detailed history of Bellevue Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 3,994 shares of FDL stock, worth $169,305. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,994
Previous 3,994 -0.0%
Holding current value
$169,305
Previous $151,000 10.6%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 05, 2021
SELL
$32.62 - $34.39 $55,453 - $58,463
-1,700 Reduced 29.86%
3,994 $132,000
Q3 2020

Nov 12, 2020
SELL
$24.81 - $27.46 $33,493 - $37,071
-1,350 Reduced 19.17%
5,694 $148,000
Q4 2019

Feb 13, 2020
BUY
$29.94 - $32.68 $210,897 - $230,197
7,044 New
7,044 $229,000

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 Bellevue Asset Management, LLC Portfolio

Follow Bellevue Asset 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 Bellevue Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellevue Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email