Beacon Pointe Advisors, LLC First Tr Value Line Divid Inde Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
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 162,011 shares of FVD stock, worth $7.36 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
162,011
Previous 169,409
4.37%
Holding current value
$7.36 Million
Previous $7.15 Million
7.73%
% of portfolio
0.08%
Previous 0.08%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio