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 $12,712. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$12,712
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$815 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$386 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$293 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$263 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$190 Million0.07% of portfolio