Priebe Wealth Holdings LLC First Tr Morningstar Dividend Transaction History

Priebe Wealth Holdings LLC

$115 Billion
Q2 2025

A detailed history of Priebe Wealth Holdings LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Priebe Wealth Holdings LLC holds 23,612 shares of FDL stock, worth $1.03 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

23,612

Previous 22,227 6.23%

Holding current value

$1.03 Million

Previous $966 Million 2.39%

% of portfolio

0.86%

Previous 0.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$38.19 - $43.19 $52,893 - $59,818	1,385 Added 6.23%	23,612 $989 Million
Q1 2025 Apr 14, 2025	SELL	$39.69 - $43.83 $177,811 - $196,358	-4,480 Reduced 16.77%	22,227 $966 Million
Q4 2024 Jan 16, 2025	BUY	$39.59 - $43.95 $104,715 - $116,247	2,645 Added 10.99%	26,707 $1.08 Billion
Q3 2024 Oct 10, 2024	BUY	$37.66 - $42.06 $150,263 - $167,819	3,990 Added 19.88%	24,062 $1.01 Billion
Q2 2024 Jul 17, 2024	BUY	$36.38 - $39.01 $25,829 - $27,697	710 Added 3.67%	20,072 $761 Million

Q1 2024 Apr 12, 2024	BUY	$35.29 - $38.48 $25,761 - $28,090	730 Added 3.92%	19,362 $745 Million
Q4 2023 Jan 26, 2024	BUY	$31.58 - $36.4 $588,398 - $678,204	18,632 New	18,632 $669 Million

Others Institutions Holding FDL

# of Institutions

483

Shares Held

86.3M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Priebe Wealth Holdings LLC First Tr Morningstar Dividend Transaction History