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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,047 shares of FDN stock, worth $733,291. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,047
Previous 3,242 6.01%
Holding current value
$733,291
Previous $664,000 2.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024
SELL
$183.68 - $212.48 $35,817 - $41,433
-195 Reduced 6.01%
3,047 $645,000
Q2 2024

Jul 26, 2024
BUY
$192.91 - $207.84 $32,794 - $35,332
170 Added 5.53%
3,242 $664,000
Q1 2024

Apr 30, 2024
BUY
$179.04 - $206.29 $68,751 - $79,215
384 Added 14.29%
3,072 $630,000
Q3 2023

Oct 13, 2023
BUY
$156.69 - $174.63 $470 - $523
3 Added 0.11%
2,688 $429,000
Q1 2023

Apr 13, 2023
SELL
$121.41 - $153.27 $5,463 - $6,897
-45 Reduced 1.65%
2,685 $396,000
Q4 2022

Jan 20, 2023
BUY
$116.11 - $135.9 $92,888 - $108,720
800 Added 41.45%
2,730 $0
Q3 2022

Oct 19, 2022
SELL
$125.09 - $155.93 $89,814 - $111,957
-718 Reduced 27.11%
1,930 $244,000
Q2 2022

Jul 15, 2022
BUY
$122.23 - $195.51 $6,111 - $9,775
50 Added 1.92%
2,648 $336,000
Q1 2022

May 16, 2022
BUY
$162.73 - $226.47 $28,152 - $39,179
173 Added 7.13%
2,598 $488,000
Q4 2021

Feb 15, 2022
BUY
$219.19 - $250.48 $531,535 - $607,414
2,425 New
2,425 $548,000

Others Institutions Holding FDN

# of Institutions
545
Shares Held
16.3M
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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