Global Retirement Partners, LLC First Tr Morningstar Dividend Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Global Retirement Partners, LLC holds 16,798 shares of FDL stock, worth $686,030. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,798
Previous 16,063 4.58%
Holding current value
$686,030
Previous $609,000 15.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024
BUY
$37.66 - $42.06 $27,680 - $30,914
735 Added 4.58%
16,798 $704,000
Q2 2024

Jul 23, 2024
SELL
$36.38 - $39.01 $147,993 - $158,692
-4,068 Reduced 20.21%
16,063 $609,000
Q1 2024

Apr 23, 2024
SELL
$35.29 - $38.48 $43,053 - $46,945
-1,220 Reduced 5.71%
20,131 $774,000
Q4 2023

Jan 18, 2024
SELL
$31.58 - $36.4 $5,115 - $5,896
-162 Reduced 0.75%
21,351 $766,000
Q3 2023

Oct 13, 2023
BUY
$33.36 - $35.96 $151,421 - $163,222
4,539 Added 26.74%
21,513 $719,000
Q2 2023

Jul 20, 2023
BUY
$33.19 - $36.38 $33,953 - $37,216
1,023 Added 6.41%
16,974 $577,000
Q1 2023

May 05, 2023
BUY
$33.91 - $38.26 $53,781 - $60,680
1,586 Added 11.04%
15,951 $566,000
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $117,762 - $135,567
3,561 Added 32.96%
14,365 $525,000
Q3 2022

Nov 03, 2022
BUY
$32.13 - $37.78 $37,045 - $43,560
1,153 Added 11.95%
10,804 $391,000
Q2 2022

Jul 15, 2022
BUY
$34.6 - $39.18 $70,376 - $79,692
2,034 Added 26.7%
9,651 $340,000
Q1 2022

Jul 14, 2022
BUY
$35.1 - $37.75 $267,356 - $287,541
7,617 New
7,617 $291,000
Q4 2021

Jan 21, 2022
SELL
$32.91 - $35.56 $203,877 - $220,294
-6,195 Closed
0 $0
Q3 2021

Oct 22, 2021
BUY
$32.62 - $34.39 $1,272 - $1,341
39 Added 0.63%
6,195 $203,000
Q2 2021

Jul 15, 2021
BUY
$32.86 - $35.14 $93,946 - $100,465
2,859 Added 86.72%
6,156 $204,000
Q1 2021

Apr 14, 2021
BUY
$29.2 - $32.92 $46,690 - $52,639
1,599 Added 94.17%
3,297 $108,000
Q4 2020

Jan 13, 2021
SELL
$25.5 - $30.51 $39,346 - $47,076
-1,543 Reduced 47.61%
1,698 $50,000
Q4 2018

Feb 22, 2019
BUY
$25.99 - $30.19 $40,102 - $46,583
1,543 Added 90.87%
3,241 $88,000
Q4 2016

Aug 10, 2018
BUY
N/A
1,698
1,698 $47,000

Others Institutions Holding FDL

# of Institutions
395
Shares Held
59.4M
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 Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email