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

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,998 shares of FDN stock, worth $728,723. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,998
Previous 2,737 9.54%
Holding current value
$728,723
Previous $560,000 13.39%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$183.68 - $212.48 $47,940 - $55,457
261 Added 9.54%
2,998 $635,000
Q2 2024

Aug 12, 2024
BUY
$192.91 - $207.84 $61,152 - $65,885
317 Added 13.1%
2,737 $560,000
Q1 2024

May 15, 2024
SELL
$179.04 - $206.29 $433,276 - $499,221
-2,420 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$179.04 - $206.29 $174,922 - $201,545
977 Added 67.71%
2,420 $496,000
Q4 2023

Feb 13, 2024
BUY
$147.79 - $188.39 $213,260 - $271,846
1,443 New
1,443 $269,000

Others Institutions Holding FDN

# of Institutions
551
Shares Held
15.5M
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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