National Wealth Management Group, LLC First Tr Fd Dow Jones Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,290 shares of FDN stock, worth $288,147. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,290
Previous 1,314 1.83%
Holding current value
$288,147
Previous $278 Million 12.7%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Feb 12, 2025
SELL
$210.5 - $257.24 $5,052 - $6,173
-24 Reduced 1.83%
1,290 $314 Million
Q3 2024

Nov 13, 2024
SELL
$183.68 - $212.48 $15,612 - $18,060
-85 Reduced 6.08%
1,314 $278 Million
Q2 2024

Aug 09, 2024
SELL
$192.91 - $207.84 $19,291 - $20,784
-100 Reduced 6.67%
1,399 $287 Million
Q1 2024

May 17, 2024
SELL
$179.04 - $206.29 $11,995 - $13,821
-67 Reduced 4.28%
1,499 $307 Million
Q4 2023

Feb 01, 2024
SELL
$147.79 - $188.39 $17,439 - $22,230
-118 Reduced 7.01%
1,566 $292 Million
Q3 2023

Nov 13, 2023
SELL
$156.69 - $174.63 $12,221 - $13,621
-78 Reduced 4.43%
1,684 $269 Million
Q1 2023

May 15, 2023
BUY
$121.41 - $153.27 $213,924 - $270,061
1,762 New
1,762 $252 Million
Q4 2022

Nov 17, 2023
SELL
$116.11 - $135.9 $8,243 - $9,648
-71 Reduced 3.51%
1,949 $240 Million
Q3 2022

Nov 17, 2023
BUY
$125.09 - $155.93 $42,030 - $52,392
336 Added 19.95%
2,020 $255 Million
Q2 2022

Nov 17, 2023
SELL
$122.23 - $195.51 $29,457 - $47,117
-241 Reduced 8.18%
2,704 $343 Million
Q1 2022

Nov 17, 2023
BUY
$162.73 - $226.47 $9,112 - $12,682
56 Added 1.94%
2,945 $553 Million
Q4 2021

Nov 17, 2023
BUY
$219.19 - $250.48 $264,123 - $301,828
1,205 Added 71.56%
2,889 $653 Million

Others Institutions Holding FDN

# of Institutions
627
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 National Wealth Management Group, LLC Portfolio

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email