Solano Wealth Investment Advisors LLC First Tr Value Line Divid Inde Transaction History
Solano Wealth Investment Advisors LLC
- $195 Billion
- Q2 2025
A detailed history of Solano Wealth Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Solano Wealth Investment Advisors LLC holds 352,820 shares of FVD stock, worth $16.3 Million. This represents 8.09% of its overall portfolio holdings.
Number of Shares
352,820
Previous 200,286
76.16%
Holding current value
$16.3 Million
Previous $8.93 Billion
76.59%
% of portfolio
8.09%
Previous 5.53%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
631Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$819 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$309 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$291 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$290 Million0.07% of portfolio