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 $4.14 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
95,673
Previous 91,072 5.05%
Holding current value
$4.14 Million
Previous $3.82 Billion 0.82%
% of portfolio
3.2%
Previous 3.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
432
Shares Held
68.4M
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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