Neumann Capital Management, LLC FDL Holdings History
Neumann Capital Management, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-06-30, Neumann Capital Management, LLC held 27,750.00 shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling $1.16 Mil. This investment constitutes 0.37% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.02% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2024Q3. And since then Neumann Capital Management, LLC has made 2 purchases of FDL, at an average price of $40.71, for a total of 27,750.00 shares. Based on historical transaction data and FDL's current price of $43.45, Neumann Capital Management, LLC's estimated gain on his FDL holdings is $75,931.00, reflecting a 6.72% gain to date.
Neumann Capital Management, LLC FDL ($43.45) Holding Chart
Neumann Capital Management, LLC FDL ($43.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
