Steel Peak Wealth Management LLC First Tr Morningstar Dividend Transaction History

Steel Peak Wealth Management LLC

  • $2.85 Billion
  • Q3 2025

A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 28,962 shares of FDL stock, worth $1.26 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
28,962
Previous 20,857 38.86%
Holding current value
$1.26 Million
Previous $873,000 43.99%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 21, 2025
BUY
$41.96 - $44.59 $340,085 - $361,401
8,105 Added 38.86%
28,962 $1.26 Million
Q2 2025

Jul 22, 2025
BUY
$38.19 - $43.19 $796,528 - $900,813
20,857 New
20,857 $873,000

Others Institutions Holding FDL

# of Institutions
483
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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