Shares

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

May 09, 2024

SELL
$35.29 - $38.48 $6,810 - $7,426
-193 Reduced 65.65%
101 $3,000
Q4 2023

Feb 05, 2024

BUY
$31.58 - $36.4 $694 - $800
22 Added 8.09%
294 $10,000
Q3 2023

Oct 26, 2023

BUY
$33.36 - $35.96 $2,268 - $2,445
68 Added 33.33%
272 $9,000
Q1 2023

May 15, 2023

BUY
$33.91 - $38.26 $3,594 - $4,055
106 Added 108.16%
204 $7,000
Q4 2022

Feb 01, 2023

BUY
$33.07 - $38.07 $1,190 - $1,370
36 Added 58.06%
98 $3,000
Q3 2022

Nov 10, 2022

BUY
$32.13 - $37.78 $1,992 - $2,342
62 New
62 $2,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, 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 Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.