Venturi Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 103 shares of FDN stock, worth $23,815. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 109 5.5%
Holding current value
$23,815
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$210.5 - $257.24 $1,263 - $1,543
-6 Reduced 5.5%
103 $25,000
Q1 2023

May 02, 2023
BUY
$121.41 - $153.27 $13,233 - $16,706
109 New
109 $16,000
Q3 2019

Oct 29, 2019
BUY
$133.68 - $151.35 $88,228 - $99,891
660 New
660 $89,000

Others Institutions Holding FDN

# of Institutions
618
Shares Held
17.1M
Call Options Held
77.6K
Put Options Held
83.1K
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 Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email