Sequent Planning LLC First Tr Value Line Divid Inde Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 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 30,111 shares of FVD stock, worth $1.4 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
30,111
Previous 29,616
1.67%
Holding current value
$1.4 Million
Previous $1.2 Billion
14.03%
% of portfolio
0.47%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$996 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$818 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$325 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$213 Million0.05% of portfolio