Rfg Bristol Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 15,967 shares of FVD stock, worth $699,514. This represents 0.24% of its overall portfolio holdings.
Number of Shares
15,967
Previous 4,809
232.02%
Holding current value
$699,514
Previous $210 Million
239.25%
% of portfolio
0.24%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
628Shares Held
143MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio