Modern Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Modern Wealth Management, LLC holds 268,684 shares of FVD stock, worth $12.4 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
268,684Holding current value
$12.4 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
639Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$921 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$819 Million0.28% of portfolio
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Bank Of America Corp Charlotte, NC6.49MShares$300 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$283 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.96MShares$276 Million0.1% of portfolio