Tcfg Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 26,508 shares of FDL stock, worth $1.09 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
26,508
Previous 26,762 0.95%
Holding current value
$1.09 Million
Previous $1.08 Billion 6.87%
% of portfolio
0.58%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$39.69 - $43.83 $10,081 - $11,132
-254 Reduced 0.95%
26,508 $1.15 Billion
Q4 2024

Jan 30, 2025
BUY
$39.59 - $43.95 $3,959 - $4,395
100 Added 0.38%
26,762 $1.08 Billion
Q3 2024

Oct 15, 2024
BUY
$37.66 - $42.06 $1 Million - $1.12 Million
26,662 New
26,662 $1.12 Billion

Others Institutions Holding FDL

# of Institutions
451
Shares Held
70.2M
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 Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, 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 Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email