Ptm Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 16,676 shares of FVD stock, worth $730,575. This represents 0.71% of its overall portfolio holdings.
Number of Shares
16,676Holding current value
$730,575% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
143MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio