Balboa Wealth Partners First Tr Fd Dow Jones Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Balboa Wealth Partners holds 1,136 shares of FDN stock, worth $286,476. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,136
Previous 1,144
0.7%
Holding current value
$286,476
Previous $234,000
2.56%
% of portfolio
0.06%
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$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