Triad Wealth Partners, LLC First Tr Morningstar Dividend Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 14,495 shares of FDL stock, worth $617,342. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,495
Holding current value
$617,342
% of portfolio
0.21%

Shares

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

Feb 06, 2025
BUY
$39.59 - $43.95 $573,857 - $637,055
14,495 New
14,495 $584 Million
Q2 2024

Jul 18, 2024
BUY
$36.38 - $39.01 $225,337 - $241,627
6,194 New
6,194 $235 Million

Others Institutions Holding FDL

# of Institutions
422
Shares Held
67.8M
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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