Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 34,734 shares of FDN stock, worth $9.18 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
34,734Holding current value
$9.18 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
581Shares Held
16.1MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$358 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$270 Million0.05% of portfolio
-
Ubs Group Ag754KShares$199 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$181 Million0.07% of portfolio