Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 127,060 shares of FDL stock, worth $5.1 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
127,060
Previous 16,531 668.62%
Holding current value
$5.1 Million
Previous $627 Million 750.08%
% of portfolio
0.99%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$37.66 - $42.06 $4.16 Million - $4.65 Million
110,529 Added 668.62%
127,060 $5.33 Billion
Q2 2024

Jul 30, 2024
BUY
$36.38 - $39.01 $601,397 - $644,874
16,531 New
16,531 $627 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
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email