Proactive Wealth Strategies LLC First Tr Fd Dow Jones Transaction History

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,815 shares of FDN stock, worth $3.19 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
13,815
Previous 14,299 3.38%
Holding current value
$3.19 Million
Previous $3.03 Million 10.89%
% of portfolio
1.75%
Previous 1.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$210.5 - $257.24 $101,882 - $124,504
-484 Reduced 3.38%
13,815 $3.36 Million
Q3 2024

Nov 04, 2024
BUY
$183.68 - $212.48 $2.63 Million - $3.04 Million
14,299 New
14,299 $3.03 Million

Others Institutions Holding FDN

# of Institutions
625
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
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 Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email