Fonville Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fonville Wealth Management LLC holds 25,251 shares of FVD stock, worth $1.17 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
25,251
Previous 25,648
1.55%
Holding current value
$1.17 Million
Previous $1.05 Billion
9.9%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$995 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$816 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$332 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$324 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$213 Million0.05% of portfolio