Wealthsource Partners, LLC First Tr Morningstar Dividend Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,774 shares of FDL stock, worth $470,069. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,774
Previous 10,774 -0.0%
Holding current value
$470,069
Previous $360,000 7.22%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$33.19 - $36.38 $107,369 - $117,689
-3,235 Reduced 23.09%
10,774 $366,000
Q1 2023

May 15, 2023
BUY
$33.91 - $38.26 $118,651 - $133,871
3,499 Added 33.29%
14,009 $497,000
Q4 2022

Feb 09, 2023
BUY
$33.07 - $38.07 $347,565 - $400,115
10,510 New
10,510 $384,000

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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email