Wealth Plan Partners, LLC First Tr Value Line Divid Inde Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,292 shares of FVD stock, worth $323,910. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,292
Previous 6,709
8.69%
Holding current value
$323,910
Previous $283 Million
4.88%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$997 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$823 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$321 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$308 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$229 Million0.06% of portfolio