Old North State Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Old North State Wealth Management, LLC
- $214 Billion
- Q3 2025
A detailed history of Old North State Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 5,296 shares of FVD stock, worth $242,980. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,296Holding current value
$242,980% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
645Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
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Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio