Cyndeo Wealth Partners, LLC First Tr Fd Dow Jones Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,488 shares of FDN stock, worth $2.14 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,488
Previous 9,948
14.68%
Holding current value
$2.14 Million
Previous $2.11 Million
2.04%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
619Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$858 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$396 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$372 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$268 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$193 Million0.02% of portfolio