Atlas Private Wealth Management First Tr Value Line Divid Inde Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Atlas Private Wealth Management holds 46,122 shares of FVD stock, worth $2.05 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
46,122
Previous 40,040
15.19%
Holding current value
$2.05 Million
Previous $1.62 Million
19.89%
% of portfolio
0.86%
Previous 0.8%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
593Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$952 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$782 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio