Oak Harbor Wealth Partners, LLC First Tr Fd Dow Jones Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,282 shares of FDN stock, worth $335,268. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,282
Previous 1,282
-0.0%
Holding current value
$335,268
Previous $262,000
3.44%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
562Shares Held
15.7MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$995 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$354 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$267 Million0.05% of portfolio
-
Ubs Group Ag754KShares$197 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$179 Million0.07% of portfolio