Maia Wealth LLC First Tr Morningstar Dividend Transaction History

Maia Wealth LLC

  • $525 Billion
  • Q2 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 46,337 shares of FDL stock, worth $2.03 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
46,337
Previous 29,775 55.62%
Holding current value
$2.03 Million
Previous $1.19 Billion 62.66%
% of portfolio
0.37%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$38.19 - $43.19 $632,502 - $715,312
16,562 Added 55.62%
46,337 $1.94 Billion
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
484
Shares Held
82.6M
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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