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 $267,539. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,136
Previous 1,144
0.7%
Holding current value
$267,539
Previous $234,000
2.56%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
541Shares Held
16.6MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$905 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$340 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$259 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$210 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$196 Million0.02% of portfolio