Westside Investment Management, Inc. First Tr Morningstar Dividend Transaction History

Westside Investment Management, Inc.

  • $417 Billion
  • Q1 2024

A detailed history of Westside Investment Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,300 shares of FDL stock, worth $48,984. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,300
Previous 500 160.0%
Holding current value
$48,984
Previous $17.9 Million 178.84%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$35.29 - $38.48 $28,232 - $30,783
800 Added 160.0%
1,300 $50 Million
Q1 2022

Apr 25, 2022
BUY
$35.1 - $37.75 $17,550 - $18,875
500 New
500 $18,000

Others Institutions Holding FDL

# of Institutions
377
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 Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. 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 Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email