All Square Wealth Management LLC First Tr Value Line Divid Inde Transaction History
All Square Wealth Management LLC
- $174 Million
- Q3 2024
A detailed history of All Square Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, All Square Wealth Management LLC holds 425 shares of FVD stock, worth $19,524. This represents 0.01% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$19,524
Previous $17,000
11.76%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio