A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 14,501 shares of FDL stock, worth $586,710. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,501
Previous 14,422 0.55%
Holding current value
$586,710
Previous $547 Million 11.2%
% of portfolio
0.48%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$37.66 - $42.06 $2,975 - $3,322
79 Added 0.55%
14,501 $608 Million
Q2 2024

Oct 23, 2024

BUY
$36.38 - $39.01 $524,672 - $562,602
14,422 New
14,422 $547 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


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

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.