Avantax Planning Partners, Inc. First Tr Fd Dow Jones Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
Shares
4 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