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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

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 1,418 shares of FDN stock, worth $344,956. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,418
Previous 1,172 20.99%
Holding current value
$344,956
Previous $248,000 38.71%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
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 Accurate Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email