Coppell Advisory Solutions LLC First Tr Morningstar Dividend Transaction History

Coppell Advisory Solutions LLC

  • $606 Billion
  • Q2 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 13,714 shares of FDL stock, worth $572,285. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,714
Previous 67,457 79.67%
Holding current value
$572,285
Previous $2.42 Billion 78.51%
% of portfolio
0.09%
Previous 0.48%

Shares

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

Aug 15, 2024
SELL
$36.38 - $39.01 $1.96 Million - $2.1 Million
-53,743 Reduced 79.67%
13,714 $520 Million
Q4 2023

Feb 14, 2024
BUY
$31.58 - $36.4 $1.85 Million - $2.13 Million
58,474 Added 650.94%
67,457 $2.42 Billion
Q3 2023

Nov 14, 2023
SELL
$33.36 - $35.96 $79,363 - $85,548
-2,379 Reduced 20.94%
8,983 $328 Million
Q2 2023

Aug 17, 2023
BUY
$33.19 - $36.38 $8,264 - $9,058
249 Added 2.24%
11,362 $384 Million
Q1 2023

May 19, 2023
BUY
$33.91 - $38.26 $72,228 - $81,493
2,130 Added 23.71%
11,113 $391 Million
Q4 2022

May 19, 2023
BUY
$33.07 - $38.07 $297,067 - $341,982
8,983 New
8,983 $328 Million

Others Institutions Holding FDL

# of Institutions
373
Shares Held
56.7M
Call Options Held
800
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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