Horst & Graben Wealth Management LLC First Tr Morningstar Dividend Transaction History

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 5,444 shares of FDL stock, worth $220,264. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,444
Previous 5,399 0.83%
Holding current value
$220,264
Previous $204,000 11.76%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2024
BUY
$37.66 - $42.06 $1,694 - $1,892
45 Added 0.83%
5,444 $228,000
Q2 2024

Jul 23, 2024
BUY
$36.38 - $39.01 $1,091 - $1,170
30 Added 0.56%
5,399 $204,000
Q1 2024

Apr 22, 2024
BUY
$35.29 - $38.48 $189,472 - $206,599
5,369 New
5,369 $206,000
Q2 2023

Jul 25, 2023
BUY
$33.19 - $36.38 $36,542 - $40,054
1,101 Added 17.33%
7,453 $253,000
Q1 2023

Apr 28, 2023
BUY
$33.91 - $38.26 $215,396 - $243,027
6,352 New
6,352 $225,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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