Goal Vest Advisory LLC First Tr Fd Dow Jones Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Goal Vest Advisory LLC holds 328 shares of FDN stock, worth $87,530. This represents 0.02% of its overall portfolio holdings.

Number of Shares
328
Previous 368 10.87%
Holding current value
$87,530
Previous $77,000 2.6%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$210.5 - $257.24 $8,420 - $10,289
-40 Reduced 10.87%
328 $79,000
Q2 2023

Jul 17, 2023
BUY
$137.79 - $164.55 $50,706 - $60,554
368 New
368 $59,000

Others Institutions Holding FDN

# of Institutions
610
Shares Held
16.9M
Call Options Held
90.4K
Put Options Held
100K
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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