Brass Tax Wealth Management, Inc First Tr Fd Dow Jones Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 19,594 shares of FDN stock, worth $4.53 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
19,594
Previous 20,799
5.79%
Holding current value
$4.53 Million
Previous $5.06 Billion
13.94%
% of portfolio
0.91%
Previous 1.06%
Shares
5 transactions
Others Institutions Holding FDN
# of Institutions
615Shares Held
17.1MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$788 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$364 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$342 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$246 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$177 Million0.02% of portfolio