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

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,212 shares of FDN stock, worth $2.53 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
12,212
Previous 7,708 58.43%
Holding current value
$2.53 Million
Previous $1.44 Billion 70.71%
% of portfolio
1.5%
Previous 0.93%

Shares

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

Apr 18, 2024
BUY
$179.04 - $206.29 $806,396 - $929,130
4,504 Added 58.43%
12,212 $2.45 Billion
Q4 2023

Feb 07, 2024
BUY
$147.79 - $188.39 $174,687 - $222,676
1,182 Added 18.11%
7,708 $1.44 Billion
Q3 2023

Nov 14, 2023
BUY
$156.69 - $174.63 $1.02 Million - $1.14 Million
6,526 New
6,526 $1.04 Billion
Q1 2023

Oct 30, 2023
BUY
$121.41 - $153.27 $472,406 - $596,373
3,891 Added 145.51%
6,565 $945 Million
Q4 2022

Oct 27, 2023
BUY
$116.11 - $134.52 $310,478 - $359,706
2,674 New
2,674 $329 Million

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
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