Qtr Family Wealth, LLC First Tr Value Line Divid Inde Transaction History
Qtr Family Wealth, LLC
- $133 Billion
- Q1 2025
A detailed history of Qtr Family Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 34,347 shares of FVD stock, worth $1.54 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
34,347Holding current value
$1.54 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
639Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$896 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$792 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC6.68MShares$299 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.28MShares$282 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.26MShares$281 Million0.07% of portfolio