Bok Financial Private Wealth, Inc. First Tr Morningstar Dividend Transaction History

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025

A detailed history of Bok Financial Private Wealth, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 6,055 shares of FDL stock, worth $258,730. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,055
Previous 6,055 -0.0%
Holding current value
$258,730
Previous $243,000 8.23%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
SELL
$33.91 - $38.26 $13,563 - $15,304
-400 Reduced 6.2%
6,055 $214,000
Q4 2022

Feb 02, 2023
BUY
$33.07 - $38.07 $102,649 - $118,169
3,104 Added 92.63%
6,455 $235,000
Q3 2022

Nov 07, 2022
BUY
$32.13 - $37.78 $107,667 - $126,600
3,351 New
3,351 $108,000
Q2 2022

Aug 15, 2022
BUY
$34.6 - $39.18 $115,944 - $131,292
3,351 New
3,351 $118,000

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.7M
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 Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. 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 Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email