Minich Mac Gregor Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Minich Mac Gregor Wealth Management, LLC
- $457 Million
- Q4 2024
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 2,839 shares of FDN stock, worth $685,476. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,839
Previous 3,368
15.71%
Holding current value
$685,476
Previous $713,000
3.23%
% of portfolio
0.15%
Previous 0.16%
Shares
29 transactions
Others Institutions Holding FDN
# of Institutions
624Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$823 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$380 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$357 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$257 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$185 Million0.02% of portfolio