Gps Wealth Strategies Group, LLC First Tr Morningstar Dividend Transaction History

Gps Wealth Strategies Group, LLC

  • $705 Million
  • Q1 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 8,366 shares of FDL stock, worth $350,200. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,366
Previous 7,922 5.6%
Holding current value
$350,200
Previous $318,000 12.26%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$39.69 - $43.83 $17,622 - $19,460
444 Added 5.6%
8,366 $357,000
Q4 2024

Jan 24, 2025
SELL
$39.59 - $43.95 $32,345 - $35,907
-817 Reduced 9.35%
7,922 $318,000
Q3 2024

Oct 29, 2024
SELL
$37.66 - $42.06 $75 - $84
-2 Reduced 0.02%
8,739 $366,000
Q2 2024

Jul 16, 2024
BUY
$36.38 - $39.01 $61,118 - $65,536
1,680 Added 23.79%
8,741 $331,000
Q1 2024

Apr 30, 2024
BUY
$35.29 - $38.48 $105 - $115
3 Added 0.04%
7,061 $271,000
Q3 2023

Oct 25, 2023
SELL
$33.36 - $35.96 $67,153 - $72,387
-2,013 Reduced 22.19%
7,058 $236,000
Q2 2023

Jul 17, 2023
SELL
$33.19 - $36.38 $27,481 - $30,122
-828 Reduced 8.36%
9,071 $308,000
Q1 2023

Apr 17, 2023
SELL
$33.91 - $38.26 $12,987 - $14,653
-383 Reduced 3.72%
9,899 $351,000
Q4 2022

Jan 27, 2023
BUY
$33.07 - $38.07 $323,523 - $372,438
9,783 Added 1960.52%
10,282 $0
Q3 2022

Oct 17, 2022
SELL
$32.13 - $37.78 $1,413 - $1,662
-44 Reduced 8.1%
499 $16,000
Q2 2022

Jul 19, 2022
BUY
$34.6 - $39.18 $18,787 - $21,274
543 New
543 $19,000

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.2M
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 Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, 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 Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email