Soa Wealth Advisors, Llc. First Tr Fd Dow Jones Transaction History

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 50 shares of FDN stock, worth $13,362. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$13,362
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 13, 2022
SELL
$122.23 - $195.51 $11,734 - $18,768
-96 Reduced 65.75%
50 $6,000
Q3 2021

Oct 12, 2021
BUY
$235.18 - $252.25 $22,577 - $24,216
96 Added 192.0%
146 $34,000
Q4 2020

Mar 10, 2021
BUY
$186.35 - $219.82 $9,317 - $10,991
50 New
50 $11,000

Others Institutions Holding FDN

# of Institutions
617
Shares Held
16.8M
Call Options Held
111K
Put Options Held
84.5K
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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email