Tyler Stone Wealth Management First Tr Morningstar Dividend Transaction History

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tyler Stone Wealth Management holds 9,755 shares of FDL stock, worth $417,416. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,755
Previous 9,755 -0.0%
Holding current value
$417,416
Previous $409,000 4.16%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 04, 2024
BUY
$37.66 - $42.06 $251,455 - $280,834
6,677 Added 216.93%
9,755 $409,000
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $6,316 - $7,280
-200 Reduced 6.1%
3,078 $110,000
Q3 2023

Nov 14, 2023
BUY
$33.36 - $35.96 $533 - $575
16 Added 0.49%
3,278 $110,000
Q2 2023

Aug 14, 2023
BUY
$33.19 - $36.38 $1,062 - $1,164
32 Added 0.99%
3,262 $111,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $496 - $571
15 Added 0.47%
3,230 $118,000
Q4 2021

Feb 22, 2022
BUY
$32.91 - $35.56 $105,805 - $114,325
3,215 New
3,215 $114,000

Others Institutions Holding FDL

# of Institutions
432
Shares Held
68.4M
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 Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management 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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email