Baystate Wealth Management LLC First Tr Morningstar Dividend Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Baystate Wealth Management LLC holds 102 shares of FDL stock, worth $4,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 161 36.65%
Holding current value
$4,309
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$31.58 - $36.4 $1,863 - $2,147
-59 Reduced 36.65%
102 $3,000
Q3 2023

Oct 25, 2023
BUY
$33.36 - $35.96 $5,370 - $5,789
161 New
161 $5,000

Others Institutions Holding FDL

# of Institutions
417
Shares Held
65.2M
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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