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

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 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

330

Shares Held

20.1M

Call Options Held

9.8K

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.12M
Shares

$172 Million
0.08% of portfolio
Morgan Stanley New York, NY

1.89M
Shares

$154 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.6M
Shares

$130 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$96.8 Million
0.01% of portfolio
Ubs Group Ag

1.09M
Shares

$88.5 Million
0.02% of portfolio

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