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 $248,531. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,950
Previous 5,950 -0.0%
Holding current value
$248,531
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
373
Shares Held
56.7M
Call Options Held
800
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 Southern Wealth Management, LLP Portfolio

Follow Southern Wealth Management, LLP 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 Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email