Great Valley Advisor Group, Inc. First Tr Morningstar Dividend Transaction History

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 6,275 shares of FDL stock, worth $252,192. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,275
Previous 6,420 2.26%
Holding current value
$252,192
Previous $269,000 6.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 24, 2025
SELL
$39.59 - $43.95 $5,740 - $6,372
-145 Reduced 2.26%
6,275 $252,000
Q3 2024

Nov 12, 2024
BUY
$37.66 - $42.06 $3,577 - $3,995
95 Added 1.5%
6,420 $269,000
Q2 2024

Jul 16, 2024
SELL
$36.38 - $39.01 $5,748 - $6,163
-158 Reduced 2.44%
6,325 $239,000
Q1 2024

May 03, 2024
BUY
$35.29 - $38.48 $228,785 - $249,465
6,483 New
6,483 $249,000
Q1 2023

May 02, 2023
BUY
$33.91 - $38.26 $13,089 - $14,768
386 Added 7.01%
5,892 $209,000
Q4 2022

Jan 31, 2023
SELL
$33.07 - $38.07 $1.62 Million - $1.86 Million
-48,938 Reduced 89.89%
5,506 $201,000
Q3 2022

Oct 21, 2022
BUY
$32.13 - $37.78 $72,517 - $85,269
2,257 Added 4.32%
54,444 $1.75 Million
Q2 2022

Jul 19, 2022
BUY
$34.6 - $39.18 $1.81 Million - $2.04 Million
52,187 New
52,187 $1.84 Million
Q1 2019

Apr 26, 2019
SELL
$27.03 - $30.26 $8.63 Million - $9.66 Million
-319,359 Closed
0 $0
Q4 2018

Apr 11, 2019
BUY
$25.99 - $30.19 $8.3 Million - $9.64 Million
319,359 New
319,359 $10.8 Million

Others Institutions Holding FDL

# of Institutions
441
Shares Held
69.7M
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 Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. 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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email