Mark Sheptoff Financial Planning, LLC First Tr Morningstar Dividend Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 350 shares of FDL stock, worth $14,021. This represents 0.01% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$14,021
Previous $14,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021
SELL
$29.2 - $32.92 $8,760 - $9,876
-300 Reduced 46.15%
350 $11,000
Q2 2020

Aug 10, 2020
SELL
$21.3 - $29.06 $13,845 - $18,889
-650 Reduced 50.0%
650 $16,000
Q3 2017

Nov 09, 2017
BUY
$28.97 - $29.04 $37,661 - $37,752
1,300
1,300 $38,000

Others Institutions Holding FDL

# of Institutions
442
Shares Held
69.4M
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email