Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History

Semus Wealth Partners LLC

  • $119 Billion
  • Q1 2024

A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 6,135 shares of FDL stock, worth $232,148. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,135
Previous 6,600 7.05%
Holding current value
$232,148
Previous $237 Million 0.31%
% of portfolio
0.2%
Previous 0.19%

Shares

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

May 07, 2024
SELL
$35.29 - $38.48 $16,409 - $17,893
-465 Reduced 7.05%
6,135 $236 Million
Q4 2023

Jan 23, 2024
BUY
$31.58 - $36.4 $2,021 - $2,329
64 Added 0.98%
6,600 $237 Million
Q3 2023

Oct 31, 2023
BUY
$33.36 - $35.96 $218,040 - $235,034
6,536 New
6,536 $219 Million

Others Institutions Holding FDL

# of Institutions
376
Shares Held
57.9M
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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