United Advisor Group, LLC First Tr Value Line Divid Inde Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Advisor Group, LLC holds 15,844 shares of FVD stock, worth $706,325. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,844
Previous 16,302
2.81%
Holding current value
$706,325
Previous $664,000
8.43%
% of portfolio
0.17%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio