Forvis Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,452 shares of FDN stock, worth $352,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,333 8.93%
Holding current value
$352,937
Previous $273,000 12.45%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$183.68 - $212.48 $21,857 - $25,285
119 Added 8.93%
1,452 $307,000
Q2 2024

Aug 09, 2024
SELL
$192.91 - $207.84 $10,802 - $11,639
-56 Reduced 4.03%
1,333 $273,000
Q1 2024

Apr 19, 2024
BUY
$179.04 - $206.29 $10,026 - $11,552
56 Added 4.2%
1,389 $284,000
Q2 2023

Aug 08, 2023
BUY
$137.79 - $164.55 $183,674 - $219,345
1,333 New
1,333 $217,000
Q2 2022

Jul 22, 2022
SELL
$122.23 - $195.51 $162,932 - $260,614
-1,333 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$162.73 - $226.47 $21,643 - $30,120
133 Added 11.08%
1,333 $250,000
Q2 2020

Jul 15, 2020
BUY
$117.99 - $172.68 $141,588 - $207,216
1,200 New
1,200 $205,000

Others Institutions Holding FDN

# of Institutions
551
Shares Held
15.5M
Call Options Held
91.2K
Put Options Held
79.6K
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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