Brass Tax Wealth Management, Inc First Tr Fd Dow Jones Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 20,975 shares of FDN stock, worth $4.58 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
20,975
Previous 21,475
2.33%
Holding current value
$4.58 Million
Previous $4.4 Billion
99.9%
% of portfolio
1.76%
Previous 1.9%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
619Shares Held
17.2MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$745 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$344 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$323 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$232 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$168 Million0.02% of portfolio