W.G. Shaheen & Associates Dba Whitney & CO First Trust Nasdaq Technology Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$31.2 - $38.63 $1,560 - $1,931	-50 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$34.8 - $37.4 $1,739 - $1,870	50 New	50 $2,000

Others Institutions Holding TDIV

# of Institutions

340

Shares Held

20.8M

Call Options Held

7.9K

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$181 Million
0.08% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$166 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$140 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$95 Million
0.01% of portfolio
Ubs Group Ag

1.02M
Shares

$81.9 Million
0.02% of portfolio

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