Avantax Planning Partners, Inc. First Tr Value Line Divid Inde Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
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 $269,017. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,190
Previous 6,190
-0.0%
Holding current value
$269,017
Previous $252,000
11.51%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$763 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$311 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$303 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$199 Million0.05% of portfolio