Davis Investment Partners, LLC First Tr Fd Dow Jones Transaction History
Davis Investment Partners, LLC
- $226 Billion
- Q1 2025
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 5,919 shares of FDN stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,919
Previous 5,215
13.5%
Holding current value
$1.37 Million
Previous $1.27 Billion
0.73%
% of portfolio
0.56%
Previous 0.53%
Shares
3 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