Oak Harbor Wealth Partners, LLC First Tr Fd Dow Jones Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 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 $311,872. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,282
Previous 1,282
-0.0%
Holding current value
$311,872
Previous $271,000
14.76%
% of portfolio
0.09%
Previous 0.08%
Shares
3 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$829 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$383 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$360 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$258 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$187 Million0.02% of portfolio