Novak & Powell Financial Services, Inc. First Tr Fd Dow Jones Transaction History
Novak & Powell Financial Services, Inc.
- $134 Billion
- Q1 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 11,764 shares of FDN stock, worth $2.44 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
11,764
Previous 11,664
0.86%
Holding current value
$2.44 Million
Previous $2.18 Billion
10.88%
% of portfolio
1.8%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
540Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$798 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$230 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$217 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$181 Million0.19% of portfolio