Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

BUY
$33.36 - $35.96 $1,301 - $1,402
39 Added 0.45%
8,612 $287,000
Q2 2023

Jul 10, 2023

BUY
$33.19 - $36.38 $74,445 - $81,600
2,243 Added 35.43%
8,573 $291,000
Q1 2023

May 11, 2023

BUY
$33.91 - $38.26 $214,650 - $242,185
6,330 New
6,330 $224,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC 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 Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.