A detailed history of Bison Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bison Wealth, LLC holds 52,009 shares of FDL stock, worth $2.08 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
52,009
Previous 55,951 7.05%
Holding current value
$2.08 Million
Previous $2.01 Million 0.3%
% of portfolio
0.35%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$35.29 - $38.48 $139,113 - $151,688
-3,942 Reduced 7.05%
52,009 $2 Million
Q4 2023

Jan 30, 2024

SELL
$31.58 - $36.4 $46,233 - $53,289
-1,464 Reduced 2.55%
55,951 $2.01 Million
Q3 2023

Nov 13, 2023

SELL
$33.36 - $35.96 $107,552 - $115,935
-3,224 Reduced 5.32%
57,415 $1.92 Million
Q2 2023

Aug 14, 2023

BUY
$33.19 - $36.38 $2.01 Million - $2.21 Million
60,639 New
60,639 $2.06 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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