Axxcess Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,368 shares of FDL stock, worth $262,680. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,368
Previous 7,529 15.42%
Holding current value
$262,680
Previous $285,000 6.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
SELL
$37.66 - $42.06 $43,723 - $48,831
-1,161 Reduced 15.42%
6,368 $267,000
Q2 2024

Aug 09, 2024
BUY
$36.38 - $39.01 $273,905 - $293,706
7,529 New
7,529 $285,000

Others Institutions Holding FDL

# of Institutions
396
Shares Held
59.6M
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email