Beacon Bridge Wealth Partners, LLC First Tr Fd Dow Jones Transaction History

Beacon Bridge Wealth Partners, LLC

$218 Billion
Q2 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 1,861 shares of FDN stock, worth $438,284. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,861

Previous 2,499 25.53%

Holding current value

$438,284

Previous $513 Million 25.58%

% of portfolio

0.17%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$192.91 - $207.84 $123,076 - $132,601	-638 Reduced 25.53%	1,861 $381 Million
Q1 2024 May 03, 2024	SELL	$179.04 - $206.29 $16,113 - $18,566	-90 Reduced 3.48%	2,499 $513 Million
Q4 2023 Feb 09, 2024	SELL	$147.79 - $188.39 $32,366 - $41,257	-219 Reduced 7.8%	2,589 $483 Million
Q3 2023 Nov 14, 2023	SELL	$156.69 - $174.63 $47,320 - $52,738	-302 Reduced 9.71%	2,808 $448 Million
Q2 2023 Aug 08, 2023	SELL	$137.79 - $164.55 $40,648 - $48,542	-295 Reduced 8.66%	3,110 $507 Million
Q1 2023 May 08, 2023	BUY	$121.41 - $153.27 $30,959 - $39,083	255 Added 8.1%	3,405 $503 Million
Q4 2022 Feb 10, 2023	BUY	$116.11 - $135.9 $365,746 - $428,085	3,150 New	3,150 $388 Million

Others Institutions Holding FDN

# of Institutions

541

Shares Held

16.6M

Call Options Held

96.2K

Put Options Held

26.7K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Industry ETFs

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Beacon Bridge Wealth Partners, LLC First Tr Fd Dow Jones Transaction History