Soa Wealth Advisors, Llc. First Tr Fd Dow Jones Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 50 shares of FDN stock, worth $10,596. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$10,596
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
622Shares Held
17.2MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$722 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$334 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$313 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$225 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$163 Million0.02% of portfolio