A detailed history of Beaumont Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 48,908 shares of FDN stock, worth $11.7 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
48,908
Previous 49,591 1.38%
Holding current value
$11.7 Million
Previous $10.2 Million 1.94%
% of portfolio
0.94%
Previous 0.92%

Shares

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

Oct 09, 2024

SELL
$183.68 - $212.48 $125,453 - $145,123
-683 Reduced 1.38%
48,908 $10.4 Million
Q2 2024

Jul 24, 2024

SELL
$192.91 - $207.84 $101,663 - $109,531
-527 Reduced 1.05%
49,591 $10.2 Million
Q1 2024

May 10, 2024

SELL
$179.04 - $206.29 $71,257 - $82,103
-398 Reduced 0.79%
50,118 $10.3 Million
Q4 2023

Jan 31, 2024

SELL
$147.79 - $188.39 $56,603 - $72,153
-383 Reduced 0.75%
50,516 $9.42 Million
Q3 2023

Nov 01, 2023

SELL
$156.69 - $174.63 $79,128 - $88,188
-505 Reduced 0.98%
50,899 $8.12 Million
Q2 2023

Aug 02, 2023

SELL
$137.79 - $164.55 $83,638 - $99,881
-607 Reduced 1.17%
51,404 $8.38 Million
Q1 2023

May 08, 2023

SELL
$121.41 - $153.27 $103,684 - $130,892
-854 Reduced 1.62%
52,011 $7.69 Million
Q4 2022

Jan 25, 2023

BUY
$116.11 - $135.9 $6.14 Million - $7.18 Million
52,865 New
52,865 $0

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.