Pathway Financial Advisers, LLC First Tr Morningstar Dividend Transaction History

Pathway Financial Advisers, LLC

  • $196 Billion
  • Q3 2024

A detailed history of Pathway Financial Advisers, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pathway Financial Advisers, LLC holds 731 shares of FDL stock, worth $30,738. This represents 0.02% of its overall portfolio holdings.

Number of Shares
731
Previous 723 1.11%
Holding current value
$30,738
Previous $27.4 Million 11.96%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 23, 2024
BUY
$37.66 - $42.06 $301 - $336
8 Added 1.11%
731 $30.7 Million
Q2 2024

Aug 20, 2024
BUY
$36.38 - $39.01 $14,588 - $15,643
401 Added 124.53%
723 $27.4 Million
Q1 2024

May 29, 2024
BUY
$35.29 - $38.48 $11,363 - $12,390
322 New
322 $12.4 Million
Q3 2023

Jul 19, 2024
SELL
$33.36 - $35.96 $1,834 - $1,977
-55 Reduced 14.59%
322 $10.8 Million
Q1 2023

Jul 19, 2024
BUY
$33.91 - $38.26 $101 - $114
3 Added 0.8%
377 $13.4 Million
Q4 2022

Jul 19, 2024
BUY
$33.07 - $38.07 $1,719 - $1,979
52 Added 16.15%
374 $13.7 Million

Others Institutions Holding FDL

# of Institutions
376
Shares Held
62.4M
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 Pathway Financial Advisers, LLC Portfolio

Follow Pathway Financial Advisers, 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 Pathway Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathway Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email