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 $286,225. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,190
Previous 6,190
-0.0%
Holding current value
$286,225
Previous $252,000
11.51%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio