Clear Creek Financial Management, LLC First Tr Morningstar Dividend Transaction History

Clear Creek Financial Management, LLC

  • $962 Million
  • Q2 2025

A detailed history of Clear Creek Financial Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 26,540 shares of FDL stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,540
Previous 24,423 8.67%
Holding current value
$1.13 Million
Previous $1.06 Million 4.81%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$38.19 - $43.19 $80,848 - $91,433
2,117 Added 8.67%
26,540 $1.11 Million
Q1 2025

Apr 25, 2025
BUY
$39.69 - $43.83 $122,919 - $135,741
3,097 Added 14.52%
24,423 $1.06 Million
Q4 2024

Jan 23, 2025
BUY
$39.59 - $43.95 $844,296 - $937,277
21,326 New
21,326 $858,000

Others Institutions Holding FDL

# of Institutions
486
Shares Held
82.9M
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
Track This Portfolio

Track Clear Creek Financial Management, LLC Portfolio

Follow Clear Creek Financial 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 Clear Creek Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Creek Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email