Spire Wealth Management First Tr Fd Dow Jones Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Spire Wealth Management holds 3,762 shares of FDN stock, worth $779,110. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,762
Previous 3,020
24.57%
Holding current value
$779,110
Previous $563,000
36.94%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding FDN
# of Institutions
539Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$798 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$230 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$217 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$181 Million0.19% of portfolio