Hb Wealth Management, LLC First Trust Dow Jones Select M Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 2024
A detailed history of Hb Wealth Management, LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 45,000 shares of FDM stock, worth $2.78 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
45,000
Previous 35,000
28.57%
Holding current value
$2.78 Million
Previous $2.2 Million
22.81%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FDM
# of Institutions
64Shares Held
2.11MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX388KShares$23.9 Million0.0% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY315KShares$19.5 Million9.04% of portfolio
-
Chicago Partners Investment Group LLC182KShares$11.2 Million0.45% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI174KShares$10.7 Million0.02% of portfolio
-
Arkansas Financial Group, Inc.126KShares$7.78 Million1.35% of portfolio