Apollon Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Apollon Wealth Management, LLC

  • $4.22 Billion
  • Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 15,752 shares of FDL stock, worth $674,658. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,752
Previous 15,711 0.26%
Holding current value
$674,658
Previous $659,000 3.79%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$39.59 - $43.95 $1,623 - $1,801
41 Added 0.26%
15,752 $634,000
Q3 2024

Nov 04, 2024
BUY
$37.66 - $42.06 $2,071 - $2,313
55 Added 0.35%
15,711 $659,000
Q2 2024

Jul 19, 2024
SELL
$36.38 - $39.01 $41,436 - $44,432
-1,139 Reduced 6.78%
15,656 $593,000
Q1 2024

May 02, 2024
BUY
$35.29 - $38.48 $127,608 - $139,143
3,616 Added 27.44%
16,795 $646,000
Q3 2023

Nov 14, 2023
SELL
$33.36 - $35.96 $1,868 - $2,013
-56 Reduced 0.42%
13,179 $440,000
Q2 2023

Aug 04, 2023
SELL
$33.19 - $36.38 $3,020 - $3,310
-91 Reduced 0.68%
13,235 $450,000
Q1 2023

May 15, 2023
SELL
$33.91 - $38.26 $2,068 - $2,333
-61 Reduced 0.46%
13,326 $473,000
Q4 2022

Feb 15, 2023
BUY
$33.07 - $38.07 $12,268 - $14,123
371 Added 2.85%
13,387 $489,000
Q3 2022

Nov 08, 2022
BUY
$32.13 - $37.78 $104,133 - $122,444
3,241 Added 33.16%
13,016 $418,000
Q2 2022

Aug 11, 2022
BUY
$34.6 - $39.18 $91,205 - $103,278
2,636 Added 36.92%
9,775 $344,000
Q1 2022

May 16, 2022
SELL
$35.1 - $37.75 $63,109 - $67,874
-1,798 Reduced 20.12%
7,139 $267,000
Q4 2021

Feb 14, 2022
BUY
$32.91 - $35.56 $294,116 - $317,799
8,937 New
8,937 $318,000

Others Institutions Holding FDL

# of Institutions
430
Shares Held
68.3M
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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