Avantax Planning Partners, Inc. First Tr Value Line Divid Inde Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
 - Q3 2025
 
A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,190 shares of FVD stock, worth $283,997. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,190
              Previous 6,190
              
        
           -0.0%
        
      
          
        Holding current value
$283,997
            Previous $276,000
            
        
           3.62%
        
      
          
        % of portfolio
0.01%
            Previous 0.01%
          
        Shares
	  5 transactions
	
  Others Institutions Holding FVD
# of Institutions
648Shares 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