Wealthstream Advisors, Inc. First Tr Fd Dow Jones Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,765 shares of FDN stock, worth $665,424. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,765
Previous 2,765
-0.0%
Holding current value
$665,424
Previous $566,000
3.36%
% of portfolio
0.12%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
545Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$915 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$326 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$246 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$214 Million0.01% of portfolio
-
Ubs Group Ag754KShares$181 Million0.04% of portfolio