A detailed history of Silver Oak Securities, Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Silver Oak Securities, Inc holds 868 shares of FDN stock, worth $208,892. This represents 0.02% of its overall portfolio holdings.

Number of Shares
868
Previous 6,846 87.32%
Holding current value
$208,892
Previous $1.4 Million 86.96%
% of portfolio
0.02%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$183.68 - $212.48 $1.1 Million - $1.27 Million
-5,978 Reduced 87.32%
868 $183,000
Q2 2024

Jul 12, 2024

BUY
$192.91 - $207.84 $1.09 Million - $1.17 Million
5,637 Added 466.25%
6,846 $1.4 Million
Q1 2024

May 10, 2024

SELL
$179.04 - $206.29 $1.29 Million - $1.49 Million
-7,225 Reduced 85.67%
1,209 $247,000
Q4 2023

Feb 05, 2024

BUY
$147.79 - $188.39 $450,020 - $573,647
3,045 Added 56.5%
8,434 $1.57 Million
Q3 2023

Nov 20, 2023

BUY
$156.69 - $174.63 $844,402 - $941,081
5,389 New
5,389 $860,000
Q1 2023

May 05, 2023

SELL
$121.41 - $153.27 $30,716 - $38,777
-253 Reduced 10.64%
2,124 $314,000
Q4 2022

Feb 02, 2023

BUY
$116.11 - $135.9 $275,993 - $323,034
2,377 New
2,377 $293,000
Q3 2022

Oct 23, 2023

BUY
$125.09 - $155.93 $674,110 - $840,306
5,389 New
5,389 $681,000

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc 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 Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.