Summit Financial, LLC First Tr Morningstar Dividend Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Summit Financial, LLC holds 21,845 shares of FDL stock, worth $952,005. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,845
Previous 20,258 7.83%
Holding current value
$952,005
Previous $849,000 3.53%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 12, 2025
BUY
$39.59 - $43.95 $62,829 - $69,748
1,587 Added 7.83%
21,845 $879,000
Q3 2024

Nov 12, 2024
BUY
$37.66 - $42.06 $262,527 - $293,200
6,971 Added 52.46%
20,258 $849,000
Q2 2024

Jul 31, 2024
BUY
$36.38 - $39.01 $483,381 - $518,325
13,287 New
13,287 $503,000

Others Institutions Holding FDL

# of Institutions
432
Shares Held
68.4M
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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