Lwm Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 54,945 shares of FDL stock, worth $2.3 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
54,945
Holding current value
$2.3 Million
% of portfolio
1.72%

Shares

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

May 13, 2025
BUY
$39.69 - $43.83 $2.18 Million - $2.41 Million
54,945 New
54,945 $2.39 Million
Q2 2023

Aug 07, 2023
BUY
$33.19 - $36.38 $63,824 - $69,958
1,923 Added 9.23%
22,748 $773,000
Q1 2023

May 02, 2023
SELL
$33.91 - $38.26 $3.9 Million - $4.4 Million
-115,026 Reduced 84.67%
20,825 $739,000
Q4 2022

Feb 07, 2023
BUY
$33.07 - $38.07 $4.49 Million - $5.17 Million
135,851 New
135,851 $4.97 Million

Others Institutions Holding FDL

# of Institutions
470
Shares Held
78.7M
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 Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email