Balanced Wealth Group LLC First Tr Value Line Divid Inde Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Balanced Wealth Group LLC holds 119,352 shares of FVD stock, worth $4.84 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
119,352
Previous 99,909
19.46%
Holding current value
$4.84 Million
Previous $4.05 Billion
23.58%
% of portfolio
2.23%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
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Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio