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 $10.2 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
229,023
Previous 160,150
43.01%
Holding current value
$10.2 Million
Previous $6.76 Million
37.99%
% of portfolio
3.74%
Previous 3.51%
Shares
19 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$997 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$823 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$321 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$308 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$229 Million0.06% of portfolio