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 $1.14 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
25,251
Previous 25,648
1.55%
Holding current value
$1.14 Million
Previous $1.05 Billion
9.9%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
570Shares Held
144MCall 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$837 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$326 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio