Pensionmark Financial Group, LLC First Tr Morningstar Dividend Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

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 24,985 shares of FDL stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,985
Previous 20,973 19.13%
Holding current value
$1.07 Million
Previous $844,000 28.55%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$39.69 - $43.83 $159,236 - $175,845
4,012 Added 19.13%
24,985 $1.09 Million
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
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email