Pensionmark Financial Group, LLC First Tr Morningstar Dividend Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 20,973 shares of FDL stock, worth $897,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,973
Previous 17,964 16.75%
Holding current value
$897,434
Previous $753,000 12.08%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$39.59 - $43.95 $119,126 - $132,245
3,009 Added 16.75%
20,973 $844,000
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $676,524 - $755,565
17,964 New
17,964 $753,000

Others Institutions Holding FDL

# of Institutions
435
Shares Held
68.7M
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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