Tria Gen Wealth Management LLC First Tr Fd Dow Jones Transaction History

Tria Gen Wealth Management LLC

$273 Million
Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 12,677 shares of FDN stock, worth $3.25 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

12,677

Previous 12,570 0.85%

Holding current value

$3.25 Million

Previous $2.58 Million 4.23%

% of portfolio

0.98%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$183.68 - $212.48 $19,653 - $22,735	107 Added 0.85%	12,677 $2.69 Million
Q2 2024 Jul 18, 2024	BUY	$192.91 - $207.84 $17,747 - $19,121	92 Added 0.74%	12,570 $2.58 Million
Q1 2024 Apr 23, 2024	BUY	$179.04 - $206.29 $66,423 - $76,533	371 Added 3.06%	12,478 $2.56 Million
Q4 2023 Jan 22, 2024	SELL	$147.79 - $188.39 $116,162 - $148,074	-786 Reduced 6.1%	12,107 $2.26 Million
Q3 2023 Oct 23, 2023	BUY	$156.69 - $174.63 $113,756 - $126,781	726 Added 5.97%	12,893 $2.06 Million
Q2 2023 Aug 08, 2023	BUY	$137.79 - $164.55 $1.68 Million - $2 Million	12,167 New	12,167 $1.98 Million
Q1 2021 Apr 26, 2021	SELL	$206.49 - $243.18 $1.52 Million - $1.8 Million	-7,385 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$186.35 - $219.82 $1.38 Million - $1.62 Million	7,385 New	7,385 $1.57 Million

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC First Tr Fd Dow Jones Transaction History