ICA Group Wealth Management, LLC FDL Holdings History
ICA Group Wealth Management, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 169,234.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $6.42 Mil. This investment constitutes 3.85% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2022Q1. And since then ICA Group Wealth Management, LLC has made 6 purchases of FDL, at an average price of $35.09, for a total of 507,408.00 shares. In addition, there have been 3 sales at an average price of $37.21 for 338,174.00 shares. Based on historical transaction data and FDL's current price of $43.24, ICA Group Wealth Management, LLC's estimated gain on his FDL holdings is $2.10 Mil, reflecting a 11.78% gain to date.
ICA Group Wealth Management, LLC FDL ($43.24) Holding Chart
ICA Group Wealth Management, LLC FDL ($43.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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