Western Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Western Wealth Management, LLC

  • $321 Million
  • Q4 2024

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$37.66 - $42.06 $19,206 - $21,450
-510 Reduced 1.88%
26,586 $1.12 Million
Q2 2024

Jul 19, 2024
SELL
$36.38 - $39.01 $56,207 - $60,270
-1,545 Reduced 5.39%
27,096 $1.03 Million
Q1 2024

May 02, 2024
SELL
$35.29 - $38.48 $4,058 - $4,425
-115 Reduced 0.4%
28,641 $1.1 Million
Q4 2023

Jan 31, 2024
SELL
$31.58 - $36.4 $42,601 - $49,103
-1,349 Reduced 4.48%
28,756 $1.03 Million
Q3 2023

Nov 07, 2023
BUY
$33.36 - $35.96 $32,425 - $34,953
972 Added 3.34%
30,105 $1.01 Million
Q2 2023

Aug 30, 2023
SELL
$33.19 - $36.38 $114,737 - $125,765
-3,457 Reduced 10.61%
29,133 $990,000
Q1 2023

Aug 30, 2023
BUY
$33.91 - $38.26 $124,178 - $140,108
3,662 Added 12.66%
32,590 $1.16 Million
Q4 2022

Feb 02, 2023
SELL
$33.07 - $38.07 $197,957 - $227,887
-5,986 Reduced 17.14%
28,928 $1.06 Million
Q3 2022

Nov 04, 2022
BUY
$32.13 - $37.78 $48,676 - $57,236
1,515 Added 4.54%
34,914 $1.12 Million
Q2 2022

Jul 18, 2022
BUY
$34.6 - $39.18 $400,149 - $453,116
11,565 Added 52.97%
33,399 $1.18 Million
Q1 2022

May 10, 2022
BUY
$35.1 - $37.75 $375,710 - $404,076
10,704 Added 96.17%
21,834 $818,000
Q4 2021

Feb 14, 2022
BUY
$32.91 - $35.56 $12,571 - $13,583
382 Added 3.55%
11,130 $395,000
Q2 2021

Aug 09, 2021
BUY
$32.86 - $35.14 $460 - $491
14 Added 0.13%
10,748 $357,000
Q1 2021

May 14, 2021
SELL
$29.2 - $32.92 $7,037 - $7,933
-241 Reduced 2.2%
10,734 $351,000
Q4 2020

Feb 10, 2021
BUY
$25.5 - $30.51 $54,621 - $65,352
2,142 Added 24.25%
10,975 $325,000
Q3 2020

Oct 27, 2020
BUY
$24.81 - $27.46 $17,565 - $19,441
708 Added 8.71%
8,833 $230,000
Q2 2020

Jul 20, 2020
SELL
$21.3 - $29.06 $265,121 - $361,709
-12,447 Reduced 60.5%
8,125 $206,000
Q1 2020

Apr 27, 2020
BUY
$19.15 - $32.68 $6,721 - $11,470
351 Added 1.74%
20,572 $459,000
Q4 2019

Feb 10, 2020
BUY
$29.94 - $32.68 $60,388 - $65,915
2,017 Added 11.08%
20,221 $659,000
Q2 2019

Aug 06, 2019
BUY
$28.96 - $30.64 $23,776 - $25,155
821 Added 4.72%
18,204 $557,000
Q1 2019

May 10, 2019
SELL
$27.03 - $30.26 $6,135 - $6,869
-227 Reduced 1.29%
17,383 $524,000
Q4 2018

Feb 15, 2019
BUY
$25.99 - $30.19 $457,683 - $531,645
17,610 New
17,610 $479,000

Others Institutions Holding FDL

# of Institutions
426
Shares Held
68.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
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