Southern Wealth Management, LLP First Tr Morningstar Dividend Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Southern Wealth Management, LLP holds 5,950 shares of FDL stock, worth $260,907. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,950
Previous 5,950 -0.0%
Holding current value
$260,907
Previous $217,000 2.76%
% of portfolio
0.08%
Previous 0.09%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$32.13 - $37.78 $191,173 - $224,791
5,950 New
5,950 $215,000

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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