Clear Perspectives Financial Planning, LLC First Tr Morningstar Dividend Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 390 shares of FDL stock, worth $15,915. This represents 0.01% of its overall portfolio holdings.

Number of Shares
390
Previous 156,962 99.75%
Holding current value
$15,915
Previous $5.74 Million 99.77%
% of portfolio
0.01%
Previous 3.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
SELL
$33.91 - $38.26 $5.31 Million - $5.99 Million
-156,572 Reduced 99.75%
390 $13,000
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $672,048 - $773,658
20,322 Added 14.87%
156,962 $5.74 Million
Q3 2022

Nov 09, 2022
BUY
$32.13 - $37.78 $3.31 Million - $3.89 Million
102,900 Added 304.98%
136,640 $4.39 Million
Q2 2022

Aug 11, 2022
BUY
$34.6 - $39.18 $1.17 Million - $1.32 Million
33,740 New
33,740 $1.19 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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