Signature Estate & Investment Advisors LLC First Tr Morningstar Dividend Transaction History

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 7,416 shares of FDL stock, worth $317,701. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,416
Previous 5,956 24.51%
Holding current value
$317,701
Previous $225,000 38.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024
BUY
$37.66 - $42.06 $54,983 - $61,407
1,460 Added 24.51%
7,416 $311,000
Q2 2024

Jul 25, 2024
BUY
$36.38 - $39.01 $216,679 - $232,343
5,956 New
5,956 $225,000

Others Institutions Holding FDL

# of Institutions
392
Shares Held
64.6M
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 Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors 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 Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email