Soa Wealth Advisors, Llc. First Tr Fd Dow Jones Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 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 $13,991. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$13,991
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
656Shares Held
16.5MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$881 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$380 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$276 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$207 Million0.07% of portfolio
-
Ubs Group Ag723KShares$202 Million0.04% of portfolio