Larson Financial Group LLC First Tr Morningstar Dividend Transaction History

Larson Financial Group LLC

$1.92 Billion
Q4 2024

A detailed history of Larson Financial Group LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Larson Financial Group LLC holds 19,919 shares of FDL stock, worth $864,086. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,919

Previous 19,889 0.15%

Holding current value

$864,086

Previous $834,000 3.96%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$39.59 - $43.95 $1,187 - $1,318	30 Added 0.15%	19,919 $801,000
Q3 2024 Nov 12, 2024	SELL	$37.66 - $42.06 $40,070 - $44,751	-1,064 Reduced 5.08%	19,889 $834,000
Q2 2024 Aug 02, 2024	BUY	$36.38 - $39.01 $13,460 - $14,433	370 Added 1.8%	20,953 $794,000
Q4 2023 Feb 01, 2024	BUY	$31.58 - $36.4 $101,087 - $116,516	3,201 Added 18.42%	20,583 $738,000
Q3 2023 Nov 03, 2023	BUY	$33.36 - $35.96 $135,942 - $146,537	4,075 Added 30.62%	17,382 $581,000
Q2 2023 Aug 03, 2023	BUY	$33.19 - $36.38 $76,337 - $83,674	2,300 Added 20.9%	13,307 $452,000
Q1 2023 May 04, 2023	BUY	$33.91 - $38.26 $157,851 - $178,100	4,655 Added 73.28%	11,007 $390,000
Q4 2022 Feb 03, 2023	BUY	$33.07 - $38.07 $156,487 - $180,147	4,732 Added 292.1%	6,352 $232,000
Q3 2022 Nov 03, 2022	BUY	$32.13 - $37.78 $52,050 - $61,203	1,620 New	1,620 $52,000

Others Institutions Holding FDL

# of Institutions

426

Shares Held

68.2M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Larson Financial Group LLC First Tr Morningstar Dividend Transaction History