Mark Sheptoff Financial Planning, LLC First Tr Fd Dow Jones Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of FDN stock, worth $23,055. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$23,055
Previous $21,000
14.29%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
625Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$785 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$363 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$341 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$245 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$177 Million0.02% of portfolio