Gratus Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Gratus Wealth Advisors, LLC
- $544 Billion
- Q1 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 2,083 shares of FDN stock, worth $438,034. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,083
Previous 2,106
1.09%
Holding current value
$438,034
Previous $393 Million
4.34%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
541Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$810 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$338 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$234 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$220 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$183 Million0.19% of portfolio