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

Rockline Wealth Management, LLC

  • $374 Billion
  • Q4 2024

A detailed history of Rockline Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 2,318 shares of FDN stock, worth $575,142. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,318
Previous 3,087 24.91%
Holding current value
$575,142
Previous $654 Million 13.8%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Jan 24, 2025
SELL
$210.5 - $257.24 $161,874 - $197,817
-769 Reduced 24.91%
2,318 $564 Million
Q4 2023

Jan 12, 2024
BUY
$147.79 - $188.39 $456,227 - $581,559
3,087 New
3,087 $576 Million

Others Institutions Holding FDN

# of Institutions
622
Shares Held
17M
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 Rockline Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email