Gratus Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 6,787 shares of FVD stock, worth $301,478. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,787
Previous 7,608
10.79%
Holding current value
$301,478
Previous $305 Million
6.1%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$997 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$823 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$321 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$308 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$229 Million0.06% of portfolio