Evolution Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 807 shares of FDN stock, worth $217,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares
807
Previous 807 -0.0%
Holding current value
$217,349
Previous $217,000 3.69%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$200.29 - $269.33 $161,634 - $217,349
807 New
807 $217,000
Q4 2021

Jan 28, 2022
SELL
$219.19 - $250.48 $24,768 - $28,304
-113 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$235.18 - $252.25 $26,575 - $28,504
113 New
113 $27,000

Others Institutions Holding FDN

# of Institutions
645
Shares Held
17M
Call Options Held
42K
Put Options Held
21.2K
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 Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, 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 Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email