Wespac Advisors So Cal, LLC First Tr Morningstar Dividend Transaction History

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 7,550 shares of FDL stock, worth $285,692. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,550
Previous 7,550 -0.0%
Holding current value
$285,692
Previous $270,000 7.41%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 19, 2022
BUY
$35.1 - $37.75 $265,005 - $285,012
7,550 New
7,550 $283,000
Q2 2018

Jul 13, 2018
SELL
$27.65 - $29.13 $8,295 - $8,739
-300 Closed
0 $0
Q1 2018

Apr 16, 2018
BUY
$27.43 - $31.14 $8,229 - $9,342
300 New
300 $8,000

Others Institutions Holding FDL

# of Institutions
376
Shares Held
57.9M
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
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email