Tempus Wealth Planning, LLC First Tr Fd Dow Jones Transaction History
Tempus Wealth Planning, LLC
- $205 Million
- Q1 2024
A detailed history of Tempus Wealth Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 1,378 shares of FDN stock, worth $287,809. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,378
Previous 2,164
36.32%
Holding current value
$287,809
Previous $403,000
30.02%
% of portfolio
0.14%
Previous 0.18%
Shares
13 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$805 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$336 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$232 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$218 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$182 Million0.19% of portfolio