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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 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 1,740 shares of FDN stock, worth $422,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,740
Previous 2,028 14.2%
Holding current value
$422,941
Previous $415,000 11.33%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
551
Shares Held
15.5M
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
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