Bison Wealth, LLC First Tr Morningstar Dividend Transaction History

Bison Wealth, LLC

  • $383 Million
  • Q4 2024

A detailed history of Bison Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bison Wealth, LLC holds 16,648 shares of FDL stock, worth $722,190. This represents 0.17% of its overall portfolio holdings.

Number of Shares
16,648
Previous 18,037 7.7%
Holding current value
$722,190
Previous $756,000 11.38%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Feb 14, 2025
SELL
$39.59 - $43.95 $54,990 - $61,046
-1,389 Reduced 7.7%
16,648 $670,000
Q3 2024

Nov 05, 2024
SELL
$37.66 - $42.06 $1.28 Million - $1.43 Million
-33,972 Reduced 65.32%
18,037 $756,000
Q1 2024

May 10, 2024
SELL
$35.29 - $38.48 $139,113 - $151,688
-3,942 Reduced 7.05%
52,009 $2 Million
Q4 2023

Jan 30, 2024
SELL
$31.58 - $36.4 $46,233 - $53,289
-1,464 Reduced 2.55%
55,951 $2.01 Million
Q3 2023

Nov 13, 2023
SELL
$33.36 - $35.96 $107,552 - $115,935
-3,224 Reduced 5.32%
57,415 $1.92 Million
Q2 2023

Aug 14, 2023
BUY
$33.19 - $36.38 $2.01 Million - $2.21 Million
60,639 New
60,639 $2.06 Million

Others Institutions Holding FDL

# of Institutions
426
Shares Held
68.2M
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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