Venturi Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 5,605 shares of FDL stock, worth $241,351. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,605
Holding current value
$241,351
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$39.59 - $43.95 $221,901 - $246,339
5,605 New
5,605 $225,000

Others Institutions Holding FDL

# of Institutions
432
Shares Held
68.3M
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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