4 Wealth Advisors, Inc. First Tr Value Line Divid Inde Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 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 13,956 shares of FVD stock, worth $632,067. This represents 0.63% of its overall portfolio holdings.
Number of Shares
13,956
Previous 13,686
1.97%
Holding current value
$632,067
Previous $610 Million
2.22%
% of portfolio
0.63%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
633Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$905 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$800 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$285 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$284 Million0.07% of portfolio