A detailed history of Novak & Powell Financial Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 11,764 shares of FDN stock, worth $2.44 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
11,764
Previous 11,664 0.86%
Holding current value
$2.44 Million
Previous $2.18 Billion 10.88%
% of portfolio
1.8%
Previous 1.45%

Shares

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

May 15, 2024

BUY
$179.04 - $206.29 $17,904 - $20,629
100 Added 0.86%
11,764 $2.41 Billion
Q4 2023

Feb 21, 2024

BUY
$147.79 - $188.39 $1.72 Million - $2.2 Million
11,664 New
11,664 $2.18 Billion

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. 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 Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.