Gratus Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 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 1,739 shares of FDN stock, worth $420,090. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,739
Previous 1,739
-0.0%
Holding current value
$420,090
Previous $345 Million
6.83%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
547Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$919 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$327 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$247 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$215 Million0.01% of portfolio
-
Ubs Group Ag754KShares$182 Million0.04% of portfolio