Exencial Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 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 2,125 shares of FDN stock, worth $457,491. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,125
Previous 2,300
7.61%
Holding current value
$457,491
Previous $471,000
7.64%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding FDN
# of Institutions
537Shares Held
15.9MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$828 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$311 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$237 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$179 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$148 Million0.07% of portfolio