Monument Group Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 10,350 shares of FDL stock, worth $434,700. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,350
Previous 10,350 -0.0%
Holding current value
$434,700
Previous $417 Million 7.9%
% of portfolio
0.31%
Previous 0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
BUY
$31.58 - $36.4 $326,853 - $376,740
10,350 New
10,350 $371 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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