Valeo Financial Advisors, LLC First Tr Fd Dow Jones Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,664 shares of FDN stock, worth $955,840. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,664
Previous 4,664
-0.0%
Holding current value
$955,840
Previous $956,000
-0.0%
% of portfolio
0.03%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding FDN
# of Institutions
537Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$790 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$330 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$228 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$214 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$179 Million0.19% of portfolio