Core Wealth Partners LLC First Tr Morningstar Dividend Transaction History

Core Wealth Partners LLC

  • $132 Billion
  • Q1 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,146 shares of FDL stock, worth $231,581. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,146
Previous 5,731 7.24%
Holding current value
$231,581
Previous $206 Million 15.01%
% of portfolio
0.18%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$35.29 - $38.48 $14,645 - $15,969
415 Added 7.24%
6,146 $237 Million
Q4 2023

Feb 07, 2024
BUY
$31.58 - $36.4 $180,984 - $208,608
5,731 New
5,731 $206 Million

Others Institutions Holding FDL

# of Institutions
377
Shares Held
57.9M
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
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