Heartwood Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,246 shares of FDL stock, worth $255,086. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,246 -0.0%
Holding current value
$255,086
Previous $262,000 4.2%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 02, 2024
SELL
$35.29 - $38.48 $82,860 - $90,351
-2,348 Reduced 27.32%
6,246 $240,000
Q2 2022

Jul 25, 2022
BUY
$34.6 - $39.18 $81,240 - $91,994
2,348 Added 37.59%
8,594 $303,000
Q1 2021

Apr 19, 2021
BUY
$29.2 - $32.92 $182,383 - $205,618
6,246 New
6,246 $204,000
Q1 2020

May 04, 2020
SELL
$19.15 - $32.68 $119,610 - $204,119
-6,246 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$29.94 - $32.68 $187,005 - $204,119
6,246 New
6,246 $203,000

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 Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth 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 Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email