Robertson Stephens Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,705 shares of FDN stock, worth $448,363. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,705
Previous 1,740 2.01%
Holding current value
$448,363
Previous $368,000 12.5%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 27, 2025
SELL
$210.5 - $257.24 $7,367 - $9,003
-35 Reduced 2.01%
1,705 $414,000
Q3 2024

Nov 12, 2024
SELL
$183.68 - $212.48 $52,899 - $61,194
-288 Reduced 14.2%
1,740 $368,000
Q2 2024

Aug 13, 2024
BUY
$192.91 - $207.84 $6,558 - $7,066
34 Added 1.71%
2,028 $415,000
Q1 2024

May 15, 2024
BUY
$179.04 - $206.29 $357,005 - $411,342
1,994 New
1,994 $408,000

Others Institutions Holding FDN

# of Institutions
618
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
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