Personal Cfo Solutions, LLC First Tr Morningstar Dividend Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 12,459 shares of FDL stock, worth $513,933. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,459
Previous 11,425 9.05%
Holding current value
$513,933
Previous $433,000 20.55%
% of portfolio
0.07%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $38,940 - $43,490
1,034 Added 9.05%
12,459 $522,000
Q2 2024

Aug 09, 2024
SELL
$36.38 - $39.01 $99,681 - $106,887
-2,740 Reduced 19.34%
11,425 $433,000
Q1 2024

May 13, 2024
BUY
$35.29 - $38.48 $10,516 - $11,467
298 Added 2.15%
14,165 $545,000
Q4 2023

Feb 13, 2024
BUY
$31.58 - $36.4 $442 - $509
14 Added 0.1%
13,867 $497,000
Q3 2023

Nov 13, 2023
BUY
$33.36 - $35.96 $65,719 - $70,841
1,970 Added 16.58%
13,853 $463,000
Q2 2023

Aug 10, 2023
SELL
$33.19 - $36.38 $512,354 - $561,598
-15,437 Reduced 56.5%
11,883 $404,000
Q1 2023

May 09, 2023
SELL
$33.91 - $38.26 $28,993 - $32,712
-855 Reduced 3.03%
27,320 $969,000
Q4 2022

Feb 14, 2023
BUY
$33.07 - $38.07 $436,358 - $502,333
13,195 Added 88.08%
28,175 $1.03 Million
Q3 2022

Nov 01, 2022
BUY
$32.13 - $37.78 $95,458 - $112,244
2,971 Added 24.74%
14,980 $481,000
Q2 2022

Aug 05, 2022
BUY
$34.6 - $39.18 $415,511 - $470,512
12,009 New
12,009 $423,000

Others Institutions Holding FDL

# of Institutions
396
Shares Held
59.6M
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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