Wealthspire Advisors, LLC First Tr Morningstar Dividend Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,000 shares of FDL stock, worth $238,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,000
Previous 6,000 -0.0%
Holding current value
$238,140
Previous $227,000 10.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$33.07 - $38.07 $198,420 - $228,420
6,000 New
6,000 $219,000
Q1 2022

May 09, 2022
BUY
$35.1 - $37.75 $210,600 - $226,500
6,000 New
6,000 $225,000

Others Institutions Holding FDL

# of Institutions
393
Shares Held
59.3M
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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