Monograph Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 1,100 shares of FDN stock, worth $307,461. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$307,461
Previous $244,000
21.31%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
654Shares Held
16.4MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$880 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$379 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$275 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$207 Million0.07% of portfolio
-
Ubs Group Ag723KShares$202 Million0.04% of portfolio