Copia Wealth Management First Tr Morningstar Dividend Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Copia Wealth Management holds 318 shares of FDL stock, worth $13,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares
318
Previous 318 -0.0%
Holding current value
$13,445
Previous $13.3 Million 3.67%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 06, 2025
BUY
$39.59 - $43.95 $12,589 - $13,976
318 New
318 $12.8 Million

Others Institutions Holding FDL

# of Institutions
487
Shares Held
82.4M
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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