Lwm Advisory Services, LLC First Tr Morningstar Dividend Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
BUY
$33.19 - $36.38 $63,824 - $69,958
1,923 Added 9.23%
22,748 $773,000
Q1 2023

May 02, 2023
SELL
$33.91 - $38.26 $3.9 Million - $4.4 Million
-115,026 Reduced 84.67%
20,825 $739,000
Q4 2022

Feb 07, 2023
BUY
$33.07 - $38.07 $4.49 Million - $5.17 Million
135,851 New
135,851 $4.97 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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