Worth Asset Management, LLC First Tr Fd Dow Jones Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
A detailed history of Worth Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Worth Asset Management, LLC holds 5,524 shares of FDN stock, worth $1.47 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
5,524
Previous 1,724
220.42%
Holding current value
$1.47 Million
Previous $365,000
267.95%
% of portfolio
0.77%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
610Shares Held
16.9MCall Options Held
90.4KPut Options Held
100K-
First Trust Advisors LP Wheaton, IL3.41MShares$909 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$420 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$394 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$284 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$205 Million0.02% of portfolio