Sequent Planning LLC First Tr Value Line Divid Inde Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sequent Planning LLC holds 29,616 shares of FVD stock, worth $1.32 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
29,616
Previous 34,942
15.24%
Holding current value
$1.32 Million
Previous $1.48 Billion
18.59%
% of portfolio
0.41%
Previous 0.53%
Shares
2 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