Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 34,734 shares of FDN stock, worth $9.14 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
34,734Holding current value
$9.14 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
592Shares Held
16.2MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$356 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.06MShares$280 Million0.06% of portfolio
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Ubs Group Ag754KShares$198 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC729KShares$192 Million0.07% of portfolio