Sweet Financial Partners, LLC First Tr Morningstar Dividend Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,319 shares of FDL stock, worth $232,067. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,319
Previous 5,319 -0.0%
Holding current value
$232,067
Previous $201,000 10.95%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$35.29 - $38.48 $187,707 - $204,675
5,319 New
5,319 $204,000
Q2 2022

Aug 03, 2022
SELL
$34.6 - $39.18 $189,538 - $214,628
-5,478 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$35.1 - $37.75 $192,277 - $206,794
5,478 New
5,478 $205,000

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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