Cyndeo Wealth Partners, LLC First Tr Fd Dow Jones Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,488 shares of FDN stock, worth $2.24 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,488
Previous 9,948
14.68%
Holding current value
$2.24 Million
Previous $2.11 Million
2.04%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
568Shares Held
15.6MCall 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$358 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$270 Million0.05% of portfolio
-
Ubs Group Ag754KShares$199 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$181 Million0.07% of portfolio