Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Morningstar Dividend Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 7,493 shares of FDL stock, worth $325,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,493
Previous 7,412 1.09%
Holding current value
$325,046
Previous $310,000 2.9%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$39.59 - $43.95 $3,206 - $3,559
81 Added 1.09%
7,493 $301,000
Q3 2024

Nov 08, 2024
SELL
$37.66 - $42.06 $7,720 - $8,622
-205 Reduced 2.69%
7,412 $310,000
Q2 2024

Aug 13, 2024
BUY
$36.38 - $39.01 $13,315 - $14,277
366 Added 5.05%
7,617 $288,000
Q1 2024

Apr 30, 2024
BUY
$35.29 - $38.48 $2,505 - $2,732
71 Added 0.99%
7,251 $279,000
Q4 2023

Jan 30, 2024
BUY
$31.58 - $36.4 $18,505 - $21,330
586 Added 8.89%
7,180 $257,000
Q3 2023

Oct 17, 2023
BUY
$33.36 - $35.96 $2,335 - $2,517
70 Added 1.07%
6,594 $220,000
Q2 2023

Jul 19, 2023
BUY
$33.19 - $36.38 $2,854 - $3,128
86 Added 1.34%
6,524 $221,000
Q1 2023

May 10, 2023
BUY
$33.91 - $38.26 $1,898 - $2,142
56 Added 0.88%
6,438 $228,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $2,248 - $2,588
68 Added 1.08%
6,382 $233,000
Q3 2022

Oct 26, 2022
BUY
$32.13 - $37.78 $2,474 - $2,909
77 Added 1.23%
6,314 $202,000
Q2 2022

Aug 10, 2022
BUY
$34.6 - $39.18 $1,418 - $1,606
41 Added 0.66%
6,237 $219,000
Q1 2022

May 13, 2022
BUY
$35.1 - $37.75 $1,614 - $1,736
46 Added 0.75%
6,196 $231,000
Q4 2021

Feb 14, 2022
BUY
$32.91 - $35.56 $43,934 - $47,472
1,335 Added 27.73%
6,150 $218,000
Q3 2021

Nov 02, 2021
BUY
$32.62 - $34.39 $157,065 - $165,587
4,815 New
4,815 $157,000
Q1 2019

May 08, 2019
SELL
$27.03 - $30.26 $11,676 - $13,072
-432 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$25.99 - $30.19 $155 - $181
6 Added 1.41%
432 $11,000
Q3 2018

Nov 14, 2018
BUY
$28.49 - $30.14 $85 - $90
3 Added 0.71%
426 $13,000
Q2 2018

Aug 16, 2018
BUY
$27.65 - $29.13 $110 - $116
4 Added 0.95%
423 $12,000
Q1 2018

May 15, 2018
SELL
$27.43 - $31.14 $15,744 - $17,874
-574 Reduced 57.8%
419 $12,000
Q4 2017

Feb 08, 2018
BUY
$28.72 - $30.44 $287 - $304
10 Added 1.02%
993 $30,000
Q3 2017

Nov 08, 2017
SELL
$28.97 - $29.04 $13,384 - $13,416
-462 Reduced 31.97%
983 $29,000
Q2 2017

Aug 15, 2017
BUY
N/A
1,445
1,445 $41,000

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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email