Geo Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,420 shares of FDN stock, worth $501,036. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,420
Previous 1,443 67.71%
Holding current value
$501,036
Previous $269,000 84.39%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$179.04 - $206.29 $433,276 - $499,221
-2,420 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$179.04 - $206.29 $174,922 - $201,545
977 Added 67.71%
2,420 $496,000
Q4 2023

Feb 13, 2024
BUY
$147.79 - $188.39 $213,260 - $271,846
1,443 New
1,443 $269,000

Others Institutions Holding FDN

# of Institutions
540
Shares Held
18.7M
Call Options Held
82.1K
Put Options Held
9.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email