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 $23,122. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$23,122
Previous $21,000
14.29%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
618Shares Held
17.1MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$788 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$364 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$342 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$246 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$177 Million0.02% of portfolio