Accurate Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,172 shares of FDN stock, worth $285,874. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,172
Previous 1,172
-0.0%
Holding current value
$285,874
Previous $240,000
3.33%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
548Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$928 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$330 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$249 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$217 Million0.01% of portfolio
-
Ubs Group Ag754KShares$184 Million0.04% of portfolio