Oldfather Financial Services, LLC First Tr Morningstar Dividend Transaction History

Oldfather Financial Services, LLC

  • $260 Million
  • Q3 2024

A detailed history of Oldfather Financial Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 8,636 shares of FDL stock, worth $369,966. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,636
Previous 8,636 -0.0%
Holding current value
$369,966
Previous $327,000 10.7%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 14, 2022
SELL
$32.13 - $37.78 $24,386 - $28,675
-759 Reduced 8.08%
8,636 $277,000
Q2 2022

Jul 28, 2022
BUY
$34.6 - $39.18 $26,261 - $29,737
759 Added 8.79%
9,395 $338,000
Q3 2021

Nov 15, 2021
BUY
$32.62 - $34.39 $281,706 - $296,992
8,636 New
8,636 $296,000

Others Institutions Holding FDL

# of Institutions
392
Shares Held
64.6M
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
Track This Portfolio

Track Oldfather Financial Services, LLC Portfolio

Follow Oldfather Financial 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 Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email