Milestones Private Investment Advisors LLC First Tr Morningstar Dividend Transaction History

Milestones Private Investment Advisors LLC

  • $146 Billion
  • Q3 2025

A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 36,148 shares of FDL stock, worth $1.58 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
36,148
Previous 35,936 0.59%
Holding current value
$1.58 Million
Previous $1.5 Billion 4.29%
% of portfolio
1.07%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$41.96 - $44.59 $8,895 - $9,453
212 Added 0.59%
36,148 $1.57 Billion
Q2 2025

Sep 11, 2025
BUY
$38.19 - $43.19 $1.37 Million - $1.55 Million
35,936 New
35,936 $1.5 Billion

Others Institutions Holding FDL

# of Institutions
482
Shares Held
86.3M
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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