Segment Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Segment Wealth Management, LLC

$1.42 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Oct 26, 2017	SELL	$32.1 - $32.38 $474,534 - $478,673	-14,783 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	14,783	14,783 $461,000

Others Institutions Holding TDIV

# of Institutions

347

Shares Held

22M

Call Options Held

4.2K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$184 Million
0.07% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$169 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$143 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.23M
Shares

$100 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$97 Million
0.01% of portfolio

About FIRST TRUST NASDAQ TECHNOLOGY

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