A detailed history of Cibc Private Wealth Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 500 shares of FDL stock, worth $20,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 860 41.86%
Holding current value
$20,885
Previous $33,000 45.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 09, 2024

SELL
$36.38 - $39.01 $13,096 - $14,043
-360 Reduced 41.86%
500 $18,000
Q1 2024

May 10, 2024

BUY
$35.29 - $38.48 $30,349 - $33,092
860 New
860 $33,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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