Atlas Legacy Advisors, LLC First Tr Value Line Divid Inde Transaction History
Atlas Legacy Advisors, LLC
- $454 Billion
- Q2 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 137,837 shares of FVD stock, worth $6.32 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
137,837
Previous 136,778
0.77%
Holding current value
$6.32 Million
Previous $6.1 Billion
1.02%
% of portfolio
1.36%
Previous 1.55%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
647Shares 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