Exencial Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 2,049 shares of FDN stock, worth $478,666. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,049
Previous 2,125
3.58%
Holding current value
$478,666
Previous $435,000
0.23%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding FDN
# of Institutions
543Shares Held
16.6MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$898 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$337 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$257 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$208 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$194 Million0.02% of portfolio