Worth Asset Management, LLC First Tr Fd Dow Jones Transaction History
Worth Asset Management, LLC
- $172 Million
- Q3 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 1,724 shares of FDN stock, worth $378,849. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,724
Previous 3,605
52.18%
Holding current value
$378,849
Previous $738,000
50.54%
% of portfolio
0.21%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
538Shares Held
15.9MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$845 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$317 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$242 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$183 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$151 Million0.07% of portfolio