A detailed history of Cerity Partners LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cerity Partners LLC holds 4,691 shares of FDN stock, worth $987,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,691
Previous 4,544 3.24%
Holding current value
$987,455
Previous $931,000 3.22%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$192.91 - $207.84 $28,357 - $30,552
147 Added 3.24%
4,691 $961,000
Q1 2024

May 14, 2024

SELL
$179.04 - $206.29 $13,248 - $15,265
-74 Reduced 1.6%
4,544 $931,000
Q4 2023

Jan 26, 2024

SELL
$147.79 - $188.39 $20,099 - $25,621
-136 Reduced 2.86%
4,618 $861,000
Q3 2023

Nov 13, 2023

BUY
$156.69 - $174.63 $744,904 - $830,191
4,754 New
4,754 $758,000

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


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

Track Cerity Partners LLC Portfolio

Follow Cerity Partners 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 Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.