4 Wealth Advisors, Inc. First Tr Value Line Divid Inde Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 14,568 shares of FVD stock, worth $657,453. This represents 0.6% of its overall portfolio holdings.
Number of Shares
14,568
Previous 13,956
4.39%
Holding current value
$657,453
Previous $624 Million
7.99%
% of portfolio
0.6%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
649Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$898 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$798 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$293 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$276 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$269 Million0.1% of portfolio