Annex Advisory Services, LLC First Tr Fd Dow Jones Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Annex Advisory Services, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,371 shares of FDN stock, worth $345,738. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,371
Previous 1,066
28.61%
Holding current value
$345,738
Previous $218,000
33.03%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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$959 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$341 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$257 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$225 Million0.01% of portfolio
-
Ubs Group Ag754KShares$190 Million0.04% of portfolio