Maia Wealth LLC First Tr Morningstar Dividend Transaction History

Maia Wealth LLC

  • $441 Billion
  • Q1 2025

A detailed history of Maia Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Maia Wealth LLC holds 29,775 shares of FDL stock, worth $1.24 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
29,775
Previous 23,098 28.91%
Holding current value
$1.24 Million
Previous $970 Million 23.01%
% of portfolio
0.27%
Previous 0.21%

Shares

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

May 12, 2025
BUY
$39.69 - $43.83 $265,010 - $292,652
6,677 Added 28.91%
29,775 $1.19 Billion
Q4 2024

Feb 05, 2025
BUY
$39.59 - $43.95 $255,355 - $283,477
6,450 Added 38.74%
23,098 $970 Million
Q3 2024

Oct 30, 2024
BUY
$37.66 - $42.06 $626,963 - $700,214
16,648 New
16,648 $701 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
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