Wr Wealth Planners, LLC First Tr Fd Dow Jones Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
Shares
4 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