Avaii Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 931 shares of FDN stock, worth $248,809. This represents 0.12% of its overall portfolio holdings.
Number of Shares
931
Previous 931
-0.0%
Holding current value
$248,809
Previous $226,000
8.85%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$856 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$406 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$308 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$277 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$199 Million0.07% of portfolio