Warren Averett Asset Management, LLC First Tr Fd Dow Jones Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,121 shares of FDN stock, worth $270,665. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,121
Previous 1,118
0.27%
Holding current value
$270,665
Previous $236,000
15.25%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
624Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$823 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$380 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$357 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$257 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$185 Million0.02% of portfolio