National Wealth Management Group, LLC First Tr Fd Dow Jones Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,314 shares of FDN stock, worth $320,169. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,399
6.08%
Holding current value
$320,169
Previous $287 Million
2.92%
% of portfolio
0.19%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding FDN
# of Institutions
547Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$927 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$330 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$249 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$217 Million0.01% of portfolio
-
Ubs Group Ag754KShares$184 Million0.04% of portfolio