Kingswood Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,507 shares of FVD stock, worth $651,944. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,507
Previous 13,968
3.86%
Holding current value
$651,944
Previous $590 Million
0.21%
% of portfolio
0.05%
Previous 0.07%
Shares
5 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$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio