Rockport Wealth LLC First Tr Morningstar Dividend Transaction History

Rockport Wealth LLC

  • $225 Billion
  • Q4 2024

A detailed history of Rockport Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rockport Wealth LLC holds 1,951,507 shares of FDL stock, worth $84.1 Million. This represents 34.93% of its overall portfolio holdings.

Number of Shares
1,951,507
Previous 1,631,650 19.6%
Holding current value
$84.1 Million
Previous $68.4 Billion 14.78%
% of portfolio
34.93%
Previous 18.25%

Shares

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

Feb 10, 2025
BUY
$39.59 - $43.95 $12.7 Million - $14.1 Million
319,857 Added 19.6%
1,951,507 $78.6 Billion
Q3 2024

Nov 13, 2024
BUY
$37.66 - $42.06 $61.4 Million - $68.6 Million
1,631,650 New
1,631,650 $68.4 Billion

Others Institutions Holding FDL

# of Institutions
426
Shares Held
68.2M
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
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