Tarbox Family Office, Inc. First Tr Fd Dow Jones Transaction History

Tarbox Family Office, Inc.

$567 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 06, 2022	SELL	$219.19 - $250.48 $21,919 - $25,048	-100 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$235.18 - $252.25 $23,518 - $25,225	100 New	100 $24,000

Others Institutions Holding FDN

# of Institutions

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$765 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$319 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$221 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$208 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$173 Million
0.19% of portfolio

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