Main Line Retirement Advisors, LLC First Tr Value Line Divid Inde Transaction History
Main Line Retirement Advisors, LLC
- $146 Million
- Q3 2024
A detailed history of Main Line Retirement Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Main Line Retirement Advisors, LLC holds 27,579 shares of FVD stock, worth $1.2 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
27,579
Previous 27,467
0.41%
Holding current value
$1.2 Million
Previous $1.12 Million
12.06%
% of portfolio
0.86%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$763 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$311 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$303 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$199 Million0.05% of portfolio