Retirement Group, LLC First Tr Morningstar Dividend Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Retirement Group, LLC holds 1,050 shares of FDL stock, worth $44,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,200 12.5%
Holding current value
$44,866
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$35.29 - $38.48 $5,293 - $5,771
-150 Reduced 12.5%
1,050 $40,000
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $246,324 - $283,920
-7,800 Reduced 86.67%
1,200 $43,000
Q3 2023

Nov 06, 2023
SELL
$33.36 - $35.96 $74,226 - $80,011
-2,225 Reduced 19.82%
9,000 $300,000
Q2 2023

Aug 15, 2023
BUY
$33.19 - $36.38 $73,847 - $80,945
2,225 Added 24.72%
11,225 $381,000
Q1 2023

May 12, 2023
BUY
$33.91 - $38.26 $288,235 - $325,210
8,500 Added 1700.0%
9,000 $320,000
Q4 2022

Feb 15, 2023
BUY
$33.07 - $38.07 $16,535 - $19,035
500 New
500 $18,000

Others Institutions Holding FDL

# of Institutions
474
Shares Held
78.2M
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 Retirement Group, LLC Portfolio

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

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email