Davis Investment Partners, LLC First Tr Fd Dow Jones Transaction History
Davis Investment Partners, LLC
- $237 Billion
- Q4 2024
A detailed history of Davis Investment Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Davis Investment Partners, LLC holds 5,215 shares of FDN stock, worth $1.27 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,215
Previous 4,221
23.55%
Holding current value
$1.27 Million
Previous $891 Million
42.21%
% of portfolio
0.53%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
624Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$829 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$383 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$360 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$258 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$187 Million0.02% of portfolio