Sherman Wealth Management LLC First Tr Fd Dow Jones Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sherman Wealth Management LLC holds 2,440 shares of FDN stock, worth $657,165. This represents 0.68% of its overall portfolio holdings.
Number of Shares
2,440Holding current value
$657,165% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
642Shares Held
17MCall Options Held
42KPut Options Held
21.2K-
First Trust Advisors LP Wheaton, IL3.06MShares$823 Million0.67% of portfolio
-
Morgan Stanley New York, NY1.35MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA951KShares$256 Million0.05% of portfolio
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Ubs Group Ag879KShares$237 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC794KShares$214 Million0.07% of portfolio