Golden State Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 18,202 shares of FDL stock, worth $758,841. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,202
Holding current value
$758,841
% of portfolio
0.11%

Shares

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

Jan 28, 2025
BUY
$39.59 - $43.95 $720,617 - $799,977
18,202 New
18,202 $733 Million
Q4 2020

Jan 28, 2021
SELL
$25.5 - $30.51 $56,482 - $67,579
-2,215 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$24.81 - $27.46 $54,954 - $60,823
2,215 New
2,215 $58,000
Q2 2020

Aug 11, 2020
SELL
$21.3 - $29.06 $406,297 - $554,319
-19,075 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$19.15 - $32.68 $365,286 - $623,371
19,075 New
19,075 $426,000

Others Institutions Holding FDL

# of Institutions
400
Shares Held
59.9M
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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