Sound View Wealth Advisors Group, LLC First Tr Morningstar Dividend Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 21,106 shares of FDL stock, worth $847,828. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,106
Previous 18,609 13.42%
Holding current value
$847,828
Previous $705,000 25.53%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$37.66 - $42.06 $94,037 - $105,023
2,497 Added 13.42%
21,106 $885,000
Q2 2024

Aug 05, 2024
BUY
$36.38 - $39.01 $41,145 - $44,120
1,131 Added 6.47%
18,609 $705,000
Q1 2024

May 09, 2024
SELL
$35.29 - $38.48 $47,923 - $52,255
-1,358 Reduced 7.21%
17,478 $672,000
Q4 2023

Feb 08, 2024
BUY
$31.58 - $36.4 $46,106 - $53,144
1,460 Added 8.4%
18,836 $675,000
Q3 2023

Nov 07, 2023
BUY
$33.36 - $35.96 $13,210 - $14,240
396 Added 2.33%
17,376 $581,000
Q2 2023

Aug 08, 2023
BUY
$33.19 - $36.38 $5,941 - $6,512
179 Added 1.07%
16,980 $577,000
Q1 2023

May 12, 2023
BUY
$33.91 - $38.26 $369,754 - $417,187
10,904 Added 184.91%
16,801 $596,000
Q4 2022

Feb 08, 2023
BUY
$33.07 - $38.07 $195,013 - $224,498
5,897 New
5,897 $215,000
Q2 2022

Aug 05, 2022
SELL
$34.6 - $39.18 $40,239 - $45,566
-1,163 Reduced 16.3%
5,972 $210,000
Q1 2022

May 11, 2022
BUY
$35.1 - $37.75 $7,686 - $8,267
219 Added 3.17%
7,135 $267,000
Q4 2021

Jan 20, 2022
BUY
$32.91 - $35.56 $756 - $817
23 Added 0.33%
6,916 $246,000
Q3 2021

Oct 21, 2021
SELL
$32.62 - $34.39 $456 - $481
-14 Reduced 0.2%
6,893 $226,000
Q2 2021

Jul 21, 2021
BUY
$32.86 - $35.14 $226,964 - $242,711
6,907 New
6,907 $229,000

Others Institutions Holding FDL

# of Institutions
393
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
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