Castleview Partners, LLC First Tr Morningstar Dividend Transaction History

Castleview Partners, LLC

  • $146 Million
  • Q1 2024

A detailed history of Castleview Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Castleview Partners, LLC holds 101 shares of FDL stock, worth $3,803. This represents 0.0% of its overall portfolio holdings.

Number of Shares
101
Previous 294 65.65%
Holding current value
$3,803
Previous $10,000 70.0%
% of portfolio
0.0%
Previous 0.01%

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
$35.65 - $38.07 $1,283 - $1,370
36 Added 58.06%
98 $3,000
Q3 2022

Nov 10, 2022
BUY
$33.06 - $37.78 $2,049 - $2,342
62 New
62 $2,000

Others Institutions Holding FDL

# of Institutions
378
Shares Held
57.9M
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
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