Beacon Pointe Advisors, LLC First Tr Value Line Divid Inde Transaction History
Beacon Pointe Advisors, LLC
- $8.76 Billion
- Q1 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 159,405 shares of FVD stock, worth $7.16 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
159,405
Previous 158,723
0.43%
Holding current value
$7.16 Million
Previous $6.93 Million
2.61%
% of portfolio
0.08%
Previous 0.08%
Shares
21 transactions
Others Institutions Holding FVD
# of Institutions
638Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$897 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$793 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$300 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$282 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$281 Million0.07% of portfolio