Concurrent Investment Advisors, LLC First Tr Fd Dow Jones Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,218 shares of FDN stock, worth $1.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,218
Previous 7,356 1.88%
Holding current value
$1.7 Million
Previous $1.51 Billion 1.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024
SELL
$183.68 - $212.48 $25,347 - $29,322
-138 Reduced 1.88%
7,218 $1.53 Billion
Q2 2024

Jul 30, 2024
BUY
$192.91 - $207.84 $16,590 - $17,874
86 Added 1.18%
7,356 $1.51 Billion
Q1 2024

May 07, 2024
BUY
$179.04 - $206.29 $189,245 - $218,048
1,057 Added 17.01%
7,270 $1.49 Billion
Q4 2023

Apr 15, 2024
BUY
$147.79 - $188.39 $918,219 - $1.17 Million
6,213 New
6,213 $1.16 Billion

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

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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