Regent Peak Wealth Advisors LLC First Tr Fd Dow Jones Transaction History

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$122.23 - $195.51 $138,731 - $221,903
-1,135 Closed
0 $0
Q1 2021

Apr 28, 2021
BUY
$206.49 - $243.18 $2,477 - $2,918
12 Added 1.07%
1,135 $247,000
Q3 2020

Nov 04, 2020
BUY
$174.48 - $206.48 $195,941 - $231,877
1,123 New
1,123 $211,000

Others Institutions Holding FDN

# of Institutions
545
Shares Held
16.3M
Call Options Held
91.2K
Put Options Held
79.6K
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 Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email