Provenance Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Provenance Wealth Advisors, LLC

  • $774 Billion
  • Q3 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 863 shares of FDL stock, worth $37,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
863
Previous 1,452 40.56%
Holding current value
$37,652
Previous $63.1 Million 40.61%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$41.96 - $44.59 $24,714 - $26,263
-589 Reduced 40.56%
863 $37.5 Million
Q3 2024

Aug 15, 2025
BUY
$37.66 - $42.06 $54,682 - $61,071
1,452 New
1,452 $60.9 Million

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
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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