Principle Wealth Partners LLC First Tr Morningstar Dividend Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,260 shares of FDL stock, worth $310,437. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,260
Previous 7,260 -0.0%
Holding current value
$310,437
Previous $315,000 3.81%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$37.66 - $42.06 $828 - $925
-22 Reduced 0.3%
7,260 $304,000
Q2 2024

Aug 13, 2024
BUY
$36.38 - $39.01 $800 - $858
22 Added 0.3%
7,282 $276,000
Q4 2022

Feb 02, 2023
BUY
$33.07 - $38.07 $240,088 - $276,388
7,260 New
7,260 $265,000

Others Institutions Holding FDL

# of Institutions
488
Shares Held
82.5M
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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