Leonard Rickey Investment Advisors P.L.L.C. First Tr Fd Dow Jones Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$407 Million
Q2 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 25, 2021	SELL	$235.18 - $252.25 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$210.08 - $246.6 $0 - $0	0 New	0 $202,000
Q1 2021 May 06, 2021	SELL	$206.49 - $243.18 $252,124 - $296,922	-1,221 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$186.35 - $219.82 $57,954 - $68,364	-311 Reduced 20.3%	1,221 $259,000
Q3 2020 Oct 16, 2020	SELL	$174.48 - $206.48 $36,815 - $43,567	-211 Reduced 12.11%	1,532 $289,000
Q2 2020 Jul 21, 2020	BUY	$117.99 - $172.68 $205,656 - $300,981	1,743 New	1,743 $297,000
Q3 2019 Oct 17, 2019	SELL	$133.68 - $151.35 $351,311 - $397,747	-2,628 Closed	0 $0
Q2 2019 Jul 10, 2019	SELL	$132.96 - $149.21 $18,481 - $20,740	-139 Reduced 5.02%	2,628 $378,000
Q1 2019 Apr 10, 2019	SELL	$114.08 - $142.11 $2,852 - $3,552	-25 Reduced 0.9%	2,767 $384,000
Q4 2018 Jan 17, 2019	SELL	$107.21 - $140.59 $71,294 - $93,492	-665 Reduced 19.24%	2,792 $326,000
Q3 2018 Oct 23, 2018	SELL	$135.4 - $147.65 $17,872 - $19,489	-132 Reduced 3.68%	3,457 $489,000
Q2 2018 Jul 17, 2018	SELL	$117.23 - $144.91 $27,197 - $33,619	-232 Reduced 6.07%	3,589 $494,000
Q1 2018 Apr 25, 2018	SELL	$111.07 - $131.25 $46,094 - $54,468	-415 Reduced 9.8%	3,821 $460,000
Q4 2017 Feb 14, 2018	BUY	$102.74 - $112.17 $435,206 - $475,152	4,236	4,236 $465,000

Others Institutions Holding FDN

# of Institutions

537

Shares Held

15.9M

Call Options Held

96.2K

Put Options Held

26.7K

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