A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,598 shares of FDL stock, worth $280,480. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,598
Previous 6,598 -0.0%
Holding current value
$280,480
Previous $253,000 1.19%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2024

SELL
$35.29 - $38.48 $2,540 - $2,770
-72 Reduced 1.08%
6,598 $253,000
Q3 2023

Oct 13, 2023

SELL
$33.36 - $35.96 $633 - $683
-19 Reduced 0.28%
6,670 $223,000
Q4 2022

Feb 02, 2023

SELL
$33.07 - $38.07 $3,075 - $3,540
-93 Reduced 1.37%
6,689 $244,000
Q4 2020

Feb 01, 2021

BUY
$25.5 - $30.51 $172,941 - $206,918
6,782 New
6,782 $201,000
Q1 2020

Apr 29, 2020

SELL
$19.15 - $32.68 $171,047 - $291,897
-8,932 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$29.94 - $32.68 $258,711 - $282,387
8,641 Added 2969.42%
8,932 $291,000
Q4 2019

Jan 27, 2020

SELL
$29.94 - $32.68 $258,711 - $282,387
-8,641 Reduced 96.74%
291 $291,000
Q3 2019

Oct 28, 2019

SELL
$29.15 - $31.57 $26,468 - $28,665
-908 Reduced 9.23%
8,932 $277,000
Q2 2019

Aug 02, 2019

BUY
$28.96 - $30.64 $28,033 - $29,659
968 Added 10.91%
9,840 $301,000
Q1 2019

May 15, 2019

BUY
$27.03 - $30.26 $239,810 - $268,466
8,872 New
8,872 $268,000
Q1 2018

May 15, 2018

SELL
$27.43 - $31.14 $189,705 - $215,364
-6,916 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$28.72 - $30.44 $198,627 - $210,523
6,916
6,916 $208,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.