Harmony Asset Management LLC First Tr Exchange Traded Fd Transaction History
Harmony Asset Management LLC
- $272 Billion
- Q3 2024
A detailed history of Harmony Asset Management LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Harmony Asset Management LLC holds 13,342 shares of FXD stock, worth $874,434. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,342
Previous 13,278
0.48%
Holding current value
$874,434
Previous $795 Million
6.15%
% of portfolio
0.31%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding FXD
# of Institutions
142Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12MShares$788 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$116 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$100 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26 Million0.03% of portfolio
-
O'Dell Group, LLC Cincinnati, OH344KShares$22.5 Million5.14% of portfolio