Beacon Financial Advisory LLC First Tr Value Line Divid Inde Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 229,023 shares of FVD stock, worth $10.3 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
229,023
Previous 160,150
43.01%
Holding current value
$10.3 Million
Previous $6.76 Million
37.99%
% of portfolio
3.74%
Previous 3.51%
Shares
19 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio