Soa Wealth Advisors, Llc. First Tr Fd Dow Jones Transaction History
Soa Wealth Advisors, Llc.
- $477 Million
- Q1 2024
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 $10,514. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$10,514
Previous $9,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
541Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$810 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$338 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$234 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$220 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$183 Million0.19% of portfolio