Plotkin Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History
Plotkin Financial Advisors, LLC
- $163 Billion
- Q1 2025
A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 10,305 shares of FVD stock, worth $466,713. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,305
Previous 11,934
13.65%
Holding current value
$466,713
Previous $521 Million
11.77%
% of portfolio
0.28%
Previous 0.31%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$905 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$800 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$285 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$284 Million0.07% of portfolio