Asset Dedication, LLC First Tr Value Line Divid Inde Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Asset Dedication, LLC holds 4,338 shares of FVD stock, worth $199,027. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,338
Previous 3,091
40.34%
Holding current value
$199,027
Previous $137,000
40.88%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
644Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio