Annex Advisory Services, LLC First Tr Fd Dow Jones Transaction History

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024

A detailed history of Annex Advisory Services, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,379 shares of FDN stock, worth $625,581. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,379
Previous 1,371 73.52%
Holding current value
$625,581
Previous $290,000 99.31%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 16, 2025
BUY
$210.5 - $257.24 $212,184 - $259,297
1,008 Added 73.52%
2,379 $578,000
Q3 2024

Oct 10, 2024
BUY
$183.68 - $212.48 $56,022 - $64,806
305 Added 28.61%
1,371 $290,000
Q2 2024

Jul 12, 2024
BUY
$192.91 - $207.84 $5,787 - $6,235
30 Added 2.9%
1,066 $218,000
Q1 2024

Apr 12, 2024
SELL
$179.04 - $206.29 $71,616 - $82,516
-400 Reduced 27.86%
1,036 $212,000
Q4 2023

Feb 13, 2024
BUY
$147.79 - $188.39 $212,226 - $270,528
1,436 New
1,436 $267,000
Q1 2022

Apr 13, 2022
SELL
$162.73 - $226.47 $151,989 - $211,522
-934 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$219.19 - $250.48 $204,723 - $233,948
934 New
934 $211,000

Others Institutions Holding FDN

# of Institutions
565
Shares Held
15.6M
Call Options Held
91.2K
Put Options Held
79.6K
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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