A detailed history of Larson Financial Group LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Larson Financial Group LLC holds 20,953 shares of FDL stock, worth $876,883. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,953
Previous 20,583 1.8%
Holding current value
$876,883
Previous $792,000 0.25%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$36.38 - $39.01 $13,460 - $14,433
370 Added 1.8%
20,953 $794,000
Q4 2023

Feb 01, 2024

BUY
$31.58 - $36.4 $101,087 - $116,516
3,201 Added 18.42%
20,583 $738,000
Q3 2023

Nov 03, 2023

BUY
$33.36 - $35.96 $135,942 - $146,537
4,075 Added 30.62%
17,382 $581,000
Q2 2023

Aug 03, 2023

BUY
$33.19 - $36.38 $76,337 - $83,674
2,300 Added 20.9%
13,307 $452,000
Q1 2023

May 04, 2023

BUY
$33.91 - $38.26 $157,851 - $178,100
4,655 Added 73.28%
11,007 $390,000
Q4 2022

Feb 03, 2023

BUY
$33.07 - $38.07 $156,487 - $180,147
4,732 Added 292.1%
6,352 $232,000
Q3 2022

Nov 03, 2022

BUY
$32.13 - $37.78 $52,050 - $61,203
1,620 New
1,620 $52,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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

Track Larson Financial Group LLC Portfolio

Follow Larson Financial 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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.