Wealthstream Advisors, Inc. First Tr Fd Dow Jones Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,765 shares of FDN stock, worth $730,430. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,765
Previous 2,765
-0.0%
Holding current value
$730,430
Previous $585,000
14.87%
% of portfolio
0.13%
Previous 0.12%
Shares
1 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