Cape Investment Advisory, Inc. First Tr Morningstar Dividend Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 898 shares of FDL stock, worth $38,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares
898
Previous 898 -0.0%
Holding current value
$38,847
Previous $37.7 Million 4.03%
% of portfolio
0.01%
Previous 0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$36.38 - $39.01 $32,669 - $35,030
898 New
898 $34.1 Million

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
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email