Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History

Bennett Associates Wealth Management

$121 Billion
Q4 2024

A detailed history of Bennett Associates Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bennett Associates Wealth Management holds 95,673 shares of FDL stock, worth $4.15 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

95,673

Previous 91,072 5.05%

Holding current value

$4.15 Million

Previous $3.82 Billion 0.82%

% of portfolio

3.2%

Previous 3.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$39.59 - $43.95 $182,153 - $202,213	4,601 Added 5.05%	95,673 $3.85 Billion
Q3 2024 Nov 07, 2024	BUY	$37.66 - $42.06 $52,121 - $58,211	1,384 Added 1.54%	91,072 $3.82 Billion
Q2 2024 Jul 16, 2024	SELL	$36.38 - $39.01 $57,771 - $61,947	-1,588 Reduced 1.74%	89,688 $3.4 Billion
Q1 2024 Apr 22, 2024	BUY	$35.29 - $38.48 $239,689 - $261,356	6,792 Added 8.04%	91,276 $3.51 Billion
Q4 2023 Feb 14, 2024	BUY	$31.58 - $36.4 $2.67 Million - $3.08 Million	84,484 New	84,484 $3.03 Billion

Others Institutions Holding FDL

# of Institutions

430

Shares Held

68.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Account

Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History