Gratus Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,736 shares of FDN stock, worth $437,055. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,736
Previous 1,739
0.17%
Holding current value
$437,055
Previous $369 Million
14.45%
% of portfolio
0.07%
Previous 0.06%
Shares
4 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