Ehrlich Financial Group First Tr Value Line Divid Inde Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ehrlich Financial Group holds 9,232 shares of FVD stock, worth $422,364. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,232
Previous 10,032
7.97%
Holding current value
$422,364
Previous $409 Million
2.73%
% of portfolio
0.3%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
572Shares Held
143MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.03 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$803 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$330 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$317 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$236 Million0.06% of portfolio