Summit Financial, LLC First Tr Morningstar Dividend Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Summit Financial, LLC holds 20,258 shares of FDL stock, worth $820,449. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,258
Previous 13,287 52.46%
Holding current value
$820,449
Previous $503,000 68.79%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024
BUY
$37.66 - $42.06 $262,527 - $293,200
6,971 Added 52.46%
20,258 $849,000
Q2 2024

Jul 31, 2024
BUY
$36.38 - $39.01 $483,381 - $518,325
13,287 New
13,287 $503,000

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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