WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC FDL Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's First Trust Morningstar Dividend Leaders Index Fund Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held - shares of First Trust Morningstar Dividend Leaders Index Fund(FDL), totaling N/A. This investment constitutes 0% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0% of the outstanding First Trust Morningstar Dividend Leaders Index Fund(FDL) stock.
The initial trade took place in 2024Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 1 purchases of FDL, at an average price of $41.97, for a total of 54,022.00 shares. In addition, there have been 1 sales at an average price of $42.26 for 54,022.00 shares. Based on historical transaction data and FDL's current price of $42.99, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his FDL holdings is $15,666.38, reflecting a 0.69% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC FDL ($42.99) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC FDL ($42.99) 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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