Genesis Private Wealth, LLC First Tr Morningstar Dividend Transaction History

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025

A detailed history of Genesis Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 107,504 shares of FDL stock, worth $4.69 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
107,504
Previous 104,967 2.42%
Holding current value
$4.69 Million
Previous $4.56 Billion 1.28%
% of portfolio
2.12%
Previous 2.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$38.19 - $43.19 $96,888 - $109,573
2,537 Added 2.42%
107,504 $4.5 Billion
Q1 2025

Apr 23, 2025
BUY
$39.69 - $43.83 $164,673 - $181,850
4,149 Added 4.12%
104,967 $4.56 Billion
Q4 2024

Jan 17, 2025
BUY
$39.59 - $43.95 $3.99 Million - $4.43 Million
100,818 New
100,818 $4.06 Billion

Others Institutions Holding FDL

# of Institutions
482
Shares Held
82.1M
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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