Institutional & Family Asset Management, LLC First Tr Fd Dow Jones Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 36 shares of FDN stock, worth $7,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 36 -0.0%
Holding current value
$7,453
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 08, 2024
SELL
$179.04 - $206.29 $8,593 - $9,901
-48 Reduced 57.14%
36 $7,000
Q4 2023

Feb 06, 2024
SELL
$147.79 - $188.39 $253,459 - $323,088
-1,715 Reduced 95.33%
84 $15,000
Q3 2023

Nov 13, 2023
BUY
$156.69 - $174.63 $268,723 - $299,490
1,715 Added 2041.67%
1,799 $287,000
Q1 2023

May 08, 2023
SELL
$121.41 - $153.27 $8,862 - $11,188
-73 Reduced 46.5%
84 $12,000
Q1 2022

May 11, 2022
SELL
$162.73 - $226.47 $124,162 - $172,796
-763 Reduced 82.93%
157 $29,000
Q4 2021

Feb 14, 2022
SELL
$219.19 - $250.48 $657 - $751
-3 Reduced 0.33%
920 $208,000
Q3 2021

Nov 10, 2021
BUY
$235.18 - $252.25 $179,442 - $192,466
763 Added 476.88%
923 $218,000
Q3 2020

Oct 30, 2020
SELL
$174.48 - $206.48 $122,136 - $144,536
-700 Reduced 81.4%
160 $30,000
Q2 2020

Aug 14, 2020
SELL
$117.99 - $172.68 $15,338 - $22,448
-130 Reduced 13.13%
860 $147,000
Q1 2020

May 14, 2020
SELL
$107.38 - $154.58 $1,503 - $2,164
-14 Reduced 1.39%
990 $122,000
Q4 2019

Feb 14, 2020
SELL
$129.54 - $140.43 $1,295 - $1,404
-10 Reduced 0.99%
1,004 $140,000
Q3 2019

Nov 14, 2019
SELL
$133.68 - $151.35 $456,383 - $516,708
-3,414 Reduced 77.1%
1,014 $137,000
Q2 2019

Aug 14, 2019
BUY
$132.96 - $149.21 $351,147 - $394,063
2,641 Added 147.79%
4,428 $637,000
Q1 2019

May 13, 2019
BUY
$114.08 - $142.11 $31,486 - $39,222
276 Added 18.27%
1,787 $248,000
Q4 2018

Feb 14, 2019
SELL
$107.21 - $140.59 $126,829 - $166,317
-1,183 Reduced 43.91%
1,511 $176,000
Q3 2018

Nov 13, 2018
SELL
$135.4 - $147.65 $6,770 - $7,382
-50 Reduced 1.82%
2,694 $381,000
Q2 2018

Aug 13, 2018
BUY
$117.23 - $144.91 $4,103 - $5,071
35 Added 1.29%
2,744 $378,000
Q1 2018

May 14, 2018
BUY
$111.07 - $131.25 $54,979 - $64,968
495 Added 22.36%
2,709 $326,000
Q4 2017

Feb 14, 2018
SELL
$102.74 - $112.17 $59,383 - $64,834
-578 Reduced 20.7%
2,214 $243,000
Q3 2017

Nov 14, 2017
SELL
$99.66 - $102.36 $25,313 - $25,999
-254 Reduced 8.34%
2,792 $286,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,046
3,046 $289,000

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
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More about FDN
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