Wealthspan Partners, LLC First Tr Morningstar Dividend Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthspan Partners, LLC holds 5,985 shares of FDL stock, worth $242,153. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,985
Previous 11,597 48.39%
Holding current value
$242,153
Previous $439,000 42.82%
% of portfolio
0.13%
Previous 0.25%

Shares

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

Nov 04, 2024
SELL
$37.66 - $42.06 $211,347 - $236,040
-5,612 Reduced 48.39%
5,985 $251,000
Q2 2024

Jul 19, 2024
BUY
$36.38 - $39.01 $150,831 - $161,735
4,146 Added 55.64%
11,597 $439,000
Q1 2024

Apr 29, 2024
BUY
$35.29 - $38.48 $262,945 - $286,714
7,451 New
7,451 $286,000
Q2 2023

Aug 08, 2023
BUY
$33.19 - $36.38 $120,546 - $132,132
3,632 Added 56.47%
10,064 $342,000
Q1 2023

Apr 21, 2023
BUY
$33.91 - $38.26 $218,109 - $246,088
6,432 New
6,432 $228,000

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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