A detailed history of Twin City Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin City Private Wealth, LLC holds 6,201 shares of FDL stock, worth $260,193. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,201
Previous 6,490 4.45%
Holding current value
$260,193
Previous $246 Million 5.68%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 14, 2024

SELL
$37.66 - $42.06 $10,883 - $12,155
-289 Reduced 4.45%
6,201 $260 Million
Q2 2024

Aug 14, 2024

SELL
$36.38 - $39.01 $20,336 - $21,806
-559 Reduced 7.93%
6,490 $246 Million
Q1 2024

May 14, 2024

BUY
$35.29 - $38.48 $248,759 - $271,245
7,049 New
7,049 $271 Million

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Twin City Private Wealth, LLC Portfolio

Follow Twin City Private Wealth, 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 Twin City Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin City Private Wealth, LLC with notifications on news.