Gds Wealth Management First Tr Morningstar Dividend Transaction History

Gds Wealth Management

$1.02 Billion
Q3 2024

A detailed history of Gds Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Gds Wealth Management holds 66,670 shares of FDL stock, worth $2.86 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

66,670

Previous 69,954 4.69%

Holding current value

$2.86 Million

Previous $2.65 Million 5.39%

% of portfolio

0.27%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$37.66 - $42.06 $123,675 - $138,125	-3,284 Reduced 4.69%	66,670 $2.8 Million
Q2 2024 Aug 09, 2024	SELL	$36.38 - $39.01 $367,838 - $394,430	-10,111 Reduced 12.63%	69,954 $2.65 Million
Q1 2024 Apr 24, 2024	SELL	$35.29 - $38.48 $936,243 - $1.02 Million	-26,530 Reduced 24.89%	80,065 $3.08 Million
Q4 2023 Feb 06, 2024	SELL	$31.58 - $36.4 $771,909 - $889,725	-24,443 Reduced 18.65%	106,595 $3.82 Million
Q3 2023 Oct 19, 2023	SELL	$33.36 - $35.96 $672,570 - $724,989	-20,161 Reduced 13.33%	131,038 $4.38 Million
Q2 2023 Jul 27, 2023	SELL	$33.19 - $36.38 $718,530 - $787,590	-21,649 Reduced 12.52%	151,199 $5.14 Million
Q1 2023 May 10, 2023	SELL	$33.91 - $38.26 $4.51 Million - $5.09 Million	-132,929 Reduced 43.47%	172,848 $6.14 Million
Q4 2022 Jan 26, 2023	SELL	$33.07 - $38.07 $3.37 Million - $3.88 Million	-101,919 Reduced 25.0%	305,777 $0
Q3 2022 Oct 20, 2022	BUY	$32.13 - $37.78 $13.1 Million - $15.4 Million	407,696 New	407,696 $13.1 Million

Others Institutions Holding FDL

# of Institutions

392

Shares Held

64.6M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Gds Wealth Management First Tr Morningstar Dividend Transaction History