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

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,272 shares of FDN stock, worth $270,592. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,272
Previous 1,418 10.3%
Holding current value
$270,592
Previous $344,000 17.44%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$221.38 - $266.86 $32,321 - $38,961
-146 Reduced 10.3%
1,272 $284,000
Q4 2024

Jan 14, 2025
BUY
$210.5 - $257.24 $51,783 - $63,281
246 Added 20.99%
1,418 $344,000
Q1 2024

Apr 22, 2024
BUY
$179.04 - $206.29 $209,834 - $241,771
1,172 New
1,172 $240,000
Q4 2022

Jan 11, 2023
BUY
$116.11 - $135.9 $25,544 - $29,898
220 New
220 $0

Others Institutions Holding FDN

# of Institutions
619
Shares Held
17.2M
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
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