Rockline Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Rockline Wealth Management, LLC
- $374 Billion
- Q4 2024
A detailed history of Rockline Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 2,318 shares of FDN stock, worth $599,203. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,318
Previous 3,087
24.91%
Holding current value
$599,203
Previous $654 Million
13.8%
% of portfolio
0.15%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
559Shares Held
15.7MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$983 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$350 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$264 Million0.05% of portfolio
-
Ubs Group Ag754KShares$195 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$177 Million0.07% of portfolio