Wealthsource Partners, LLC First Tr Morningstar Dividend Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,774 shares of FDL stock, worth $436,239. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,774
Previous 10,774 -0.0%
Holding current value
$436,239
Previous $360,000 7.22%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$33.19 - $36.38 $107,369 - $117,689
-3,235 Reduced 23.09%
10,774 $366,000
Q1 2023

May 15, 2023
BUY
$33.91 - $38.26 $118,651 - $133,871
3,499 Added 33.29%
14,009 $497,000
Q4 2022

Feb 09, 2023
BUY
$35.65 - $38.07 $374,681 - $400,115
10,510 New
10,510 $384,000

Others Institutions Holding FDL

# of Institutions
371
Shares Held
58.1M
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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