Acima Private Wealth, LLC First Tr Fd Dow Jones Transaction History

Acima Private Wealth, LLC

$298 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 10, 2022	SELL	$219.19 - $250.48 $15,343 - $17,533	-70 Closed	0 $0
Q4 2020 May 14, 2021	BUY	$186.35 - $219.82 $13,044 - $15,387	70 New	70 $15,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

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