Glassman Wealth Services First Tr Fd Dow Jones Transaction History

Glassman Wealth Services

  • $593 Million
  • Q4 2024

A detailed history of Glassman Wealth Services transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Glassman Wealth Services holds 1,935 shares of FDN stock, worth $440,328. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,935
Previous 1,935 -0.0%
Holding current value
$440,328
Previous $409,000 14.91%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 05, 2021
SELL
$206.49 - $243.18 $44,395 - $52,283
-215 Reduced 10.0%
1,935 $422,000
Q4 2020

Feb 04, 2021
SELL
$186.35 - $219.82 $14,162 - $16,706
-76 Reduced 3.41%
2,150 $456,000
Q3 2020

Nov 09, 2020
SELL
$174.48 - $206.48 $23,031 - $27,255
-132 Reduced 5.6%
2,226 $419,000
Q2 2020

Aug 06, 2020
SELL
$117.99 - $172.68 $17,580 - $25,729
-149 Reduced 5.94%
2,358 $402,000
Q1 2019

May 10, 2019
SELL
$114.08 - $142.11 $6,730 - $8,384
-59 Reduced 2.3%
2,507 $348,000
Q3 2018

Nov 13, 2018
BUY
$135.4 - $147.65 $75,011 - $81,798
554 Added 27.53%
2,566 $363,000
Q2 2018

Aug 09, 2018
BUY
$117.23 - $144.91 $235,866 - $291,558
2,012 New
2,012 $277,000

Others Institutions Holding FDN

# of Institutions
625
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
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 Glassman Wealth Services Portfolio

Follow Glassman Wealth Services 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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email