Milestones Private Investment Advisors LLC First Tr Value Line Divid Inde Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
- Q3 2025
A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 9,962 shares of FVD stock, worth $449,585. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,962
Previous 9,962
-0.0%
Holding current value
$449,585
Previous $445 Million
3.45%
% of portfolio
0.31%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
647Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$898 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$798 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$293 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$269 Million0.1% of portfolio