Sea Crest Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 52,488 shares of FDN stock, worth $13.2 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
52,488
Previous 53,960
2.73%
Holding current value
$13.2 Million
Previous $11.1 Million
0.54%
% of portfolio
1.23%
Previous 1.29%
Shares
28 transactions
Others Institutions Holding FDN
# of Institutions
548Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$959 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$341 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$257 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$225 Million0.01% of portfolio
-
Ubs Group Ag754KShares$190 Million0.04% of portfolio