Tcfg Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 39,818 shares of FVD stock, worth $1.74 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
39,818
Previous 40,038
0.55%
Holding current value
$1.74 Million
Previous $1.75 Billion
1.61%
% of portfolio
0.89%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
626Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$772 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio