Ep Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,822 shares of FDN stock, worth $2.69 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,822
Previous 10,308
14.69%
Holding current value
$2.69 Million
Previous $2.18 Million
31.65%
% of portfolio
0.02%
Previous 0.02%
Shares
31 transactions
Others Institutions Holding FDN
# of Institutions
625Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$775 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$358 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$336 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$242 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$175 Million0.02% of portfolio