West Branch Capital LLC First Tr Fd Dow Jones Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
A detailed history of West Branch Capital LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, West Branch Capital LLC holds 360 shares of FDN stock, worth $94,395. This represents 0.03% of its overall portfolio holdings.
Number of Shares
360
Previous 360
-0.0%
Holding current value
$94,395
Previous $76,000
14.47%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
585Shares Held
16.1MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$997 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$355 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$268 Million0.05% of portfolio
-
Ubs Group Ag754KShares$198 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC729KShares$191 Million0.07% of portfolio