Cfs Investment Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 82,705 shares of FDL stock, worth $3.53 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
82,705
Previous 83,138 0.52%
Holding current value
$3.53 Million
Previous $3.35 Million 7.35%
% of portfolio
0.32%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$39.69 - $43.83 $17,185 - $18,978
-433 Reduced 0.52%
82,705 $3.59 Million
Q4 2024

Jan 21, 2025
SELL
$39.59 - $43.95 $70,826 - $78,626
-1,789 Reduced 2.11%
83,138 $3.35 Million
Q3 2024

Nov 12, 2024
BUY
$37.66 - $42.06 $3.2 Million - $3.57 Million
84,927 New
84,927 $3.56 Million

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 Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, 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 Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email