West Branch Capital LLC First Tr Fd Dow Jones Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
A detailed history of West Branch Capital LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, West Branch Capital LLC holds 360 shares of FDN stock, worth $89,323. This represents 0.03% of its overall portfolio holdings.
Number of Shares
360
Previous 360
-0.0%
Holding current value
$89,323
Previous $76,000
14.47%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
623Shares Held
17MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$845 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$391 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$367 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$264 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$190 Million0.02% of portfolio