Triad Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 15,331 shares of FDL stock, worth $654,020. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,331
Previous 16,007 4.22%
Holding current value
$654,020
Previous $695 Million 7.68%
% of portfolio
0.13%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$38.19 - $43.19 $25,816 - $29,196
-676 Reduced 4.22%
15,331 $642 Million
Q1 2025

May 14, 2025
BUY
$39.69 - $43.83 $60,011 - $66,270
1,512 Added 10.43%
16,007 $695 Million
Q4 2024

Feb 06, 2025
BUY
$39.59 - $43.95 $573,857 - $637,055
14,495 New
14,495 $584 Million
Q2 2024

Jul 18, 2024
BUY
$36.38 - $39.01 $225,337 - $241,627
6,194 New
6,194 $235 Million

Others Institutions Holding FDL

# of Institutions
478
Shares Held
78M
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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