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 $1.37 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
5,215
Previous 4,221
23.55%
Holding current value
$1.37 Million
Previous $891 Million
42.21%
% of portfolio
0.53%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
565Shares Held
15.6MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$356 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$268 Million0.05% of portfolio
-
Ubs Group Ag754KShares$198 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$180 Million0.07% of portfolio