Atlas Legacy Advisors, LLC First Tr Value Line Divid Inde Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 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 136,778 shares of FVD stock, worth $6.14 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
136,778
Previous 139,433
1.9%
Holding current value
$6.14 Million
Previous $6.08 Billion
0.23%
% of portfolio
1.55%
Previous 1.47%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
638Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$897 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$793 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$300 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$282 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$281 Million0.07% of portfolio