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 $394,687. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,755
Previous 3,078 216.93%
Holding current value
$394,687
Previous $116,000 252.59%
% of portfolio
0.08%
Previous 0.05%

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

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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