Elk River Wealth Management, LLC FDN Holdings History
Elk River Wealth Management, LLC's First Trust Dow Jones Internet Index Fund Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 900.00 shares of First Trust Dow Jones Internet Index Fund(FDN), totaling $242,400.00. This investment constitutes 0.04% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding First Trust Dow Jones Internet Index Fund(FDN) stock.
The initial trade took place in 2021Q2. And since then Elk River Wealth Management, LLC has made 3 purchases of FDN, at an average price of $234.22, for a total of 2,700.00 shares. In addition, there have been 2 sales at an average price of $241.60 for 1,800.00 shares. Based on historical transaction data and FDN's current price of $264.06, Elk River Wealth Management, LLC's estimated gain on his FDN holdings is $40,149.00, reflecting a 6.35% gain to date.
Elk River Wealth Management, LLC FDN ($264.06) Holding Chart
Elk River Wealth Management, LLC FDN ($264.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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