Lake Point Wealth Management First Tr Fd Dow Jones Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Lake Point Wealth Management holds 25 shares of FDN stock, worth $6,605. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 1
2400.0%
Holding current value
$6,605
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
574Shares Held
15.6MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$358 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$270 Million0.05% of portfolio
-
Ubs Group Ag754KShares$199 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$181 Million0.07% of portfolio