Mark Sheptoff Financial Planning, LLC First Tr Fd Dow Jones Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of FDN stock, worth $27,951. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$27,951
Previous $22,000 18.18%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 07, 2020
BUY
$107.38 - $154.58 $10,738 - $15,458
100 New
100 $12,000

Others Institutions Holding FDN

# of Institutions
657
Shares Held
16.4M
Call Options Held
50.3K
Put Options Held
47.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email