Root Financial Partners, LLC First Tr Value Line Divid Inde Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 2024
A detailed history of Root Financial Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Root Financial Partners, LLC holds 15,911 shares of FVD stock, worth $717,108. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,911
Previous 17,308
8.07%
Holding current value
$717,108
Previous $731 Million
11.29%
% of portfolio
0.15%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$836 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio