Topsail Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 20,081 shares of FVD stock, worth $914,087. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,081
Previous 18,681
7.49%
Holding current value
$914,087
Previous $833 Million
7.82%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
631Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$909 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$804 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$286 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$285 Million0.07% of portfolio