Patriot Financial Group Insurance Agency, LLC First Tr Morningstar Dividend Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $667 Million
  • Q2 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,934 shares of FDL stock, worth $373,173. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,934
Previous 9,119 2.03%
Holding current value
$373,173
Previous $350,000 3.43%
% of portfolio
0.05%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$36.38 - $39.01 $6,730 - $7,216
-185 Reduced 2.03%
8,934 $338,000
Q1 2024

Apr 30, 2024
BUY
$35.29 - $38.48 $40,230 - $43,867
1,140 Added 14.29%
9,119 $350,000
Q4 2023

Jan 19, 2024
BUY
$31.58 - $36.4 $251,976 - $290,435
7,979 New
7,979 $286,000
Q1 2022

May 11, 2022
BUY
$35.1 - $37.75 $35 - $37
1 Added 0.16%
619 $23,000
Q1 2020

Apr 15, 2020
SELL
$19.15 - $32.68 $708 - $1,209
-37 Reduced 5.65%
618 $14,000
Q3 2019

Oct 25, 2019
BUY
$29.15 - $31.57 $58 - $63
2 Added 0.31%
655 $20,000
Q2 2019

Aug 07, 2019
BUY
$28.96 - $30.64 $14,508 - $15,350
501 Added 329.61%
653 $20,000
Q1 2019

Apr 29, 2019
BUY
$27.03 - $30.26 $27 - $30
1 Added 0.66%
152 $5,000
Q4 2018

Feb 04, 2019
BUY
$25.99 - $30.19 $25 - $30
1 Added 0.67%
151 $4,000
Q3 2018

Oct 30, 2018
BUY
$28.49 - $30.14 $4,273 - $4,521
150 New
150 $4,000
Q2 2018

Aug 14, 2018
SELL
$27.65 - $29.13 $1,050 - $1,106
-38 Closed
0 $0
Q2 2017

Aug 08, 2017
BUY
N/A
38
38 $1,000

Others Institutions Holding FDL

# of Institutions
373
Shares Held
56.7M
Call Options Held
800
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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