Mc Kinley Carter Wealth Services, Inc. First Tr Fd Dow Jones Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,620 shares of FDN stock, worth $653,637. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,620
Previous 2,620
-0.0%
Holding current value
$653,637
Previous $536,000
3.36%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding FDN
# of Institutions
548Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$949 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$338 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$255 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$222 Million0.01% of portfolio
-
Ubs Group Ag754KShares$188 Million0.04% of portfolio