1776 Wealth LLC First Tr Value Line Divid Inde Transaction History
1776 Wealth LLC
- $213 Million
- Q2 2024
A detailed history of 1776 Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 1776 Wealth LLC holds 140,546 shares of FVD stock, worth $6.39 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
140,546
Previous 146,557
4.1%
Holding current value
$6.39 Million
Previous $6.19 Million
7.46%
% of portfolio
2.69%
Previous 3.12%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio