Rockline Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Rockline Wealth Management, LLC
- $354 Billion
- Q3 2024
A detailed history of Rockline Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 3,087 shares of FDN stock, worth $760,389. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,087
-0.0%
Holding current value
$760,389
Previous $633 Million
3.36%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
550Shares Held
16.4MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$937 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$334 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$251 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$219 Million0.01% of portfolio
-
Ubs Group Ag754KShares$186 Million0.04% of portfolio