Beacon Investment Advisors LLC First Tr Value Line Divid Inde Transaction History
Beacon Investment Advisors LLC
- $212 Billion
- Q1 2025
A detailed history of Beacon Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 8,231 shares of FVD stock, worth $360,600. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,231Holding current value
$360,600% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$875 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC6.68MShares$292 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.28MShares$275 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.26MShares$274 Million0.07% of portfolio