Icon Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 19,620 shares of FDL stock, worth $840,128. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,620
Previous 19,620 -0.0%
Holding current value
$840,128
Previous $823,000 4.13%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024
SELL
$37.66 - $42.06 $2.27 Million - $2.54 Million
-60,371 Reduced 75.47%
19,620 $823,000
Q3 2024

Nov 12, 2024
BUY
$37.66 - $42.06 $2.27 Million - $2.54 Million
60,371 Added 307.7%
79,991 $3.36 Million
Q1 2024

May 15, 2024
SELL
$35.29 - $38.48 $89,248 - $97,315
-2,529 Reduced 11.42%
19,620 $754,000
Q4 2023

Feb 14, 2024
SELL
$31.58 - $36.4 $61,991 - $71,453
-1,963 Reduced 8.14%
22,149 $794,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $1,653 - $1,903
50 Added 0.21%
24,112 $881,000
Q3 2022

Jan 25, 2023
BUY
$32.13 - $37.78 $773,112 - $909,062
24,062 New
24,062 $773,000

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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email