Wealth Enhancement Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 47,846 shares of FDL stock, worth $2.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47,846
Previous 44,316 7.97%
Holding current value
$2.1 Million
Previous $1.68 Million 19.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
BUY
$37.66 - $42.06 $132,939 - $148,471
3,530 Added 7.97%
47,846 $2.01 Million
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $983,205 - $1.05 Million
-27,026 Reduced 37.88%
44,316 $1.68 Million
Q1 2024

Apr 15, 2024
SELL
$35.29 - $38.48 $2.58 Million - $2.82 Million
-73,208 Reduced 50.65%
71,342 $2.75 Million
Q4 2023

Jan 30, 2024
SELL
$31.58 - $36.4 $515,385 - $594,048
-16,320 Reduced 10.14%
144,550 $5.19 Million
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $5.37 Million - $5.78 Million
160,870 New
160,870 $5.38 Million

Others Institutions Holding FDL

# of Institutions
393
Shares Held
64.6M
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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