Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $181 Billion
- Q2 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 124,080 shares of FVD stock, worth $5.62 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
124,080
Previous 156,182
20.55%
Holding current value
$5.62 Million
Previous $6.96 Billion
20.36%
% of portfolio
3.07%
Previous 4.11%
Shares
7 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