Beaton Management Co. Inc. First Tr Value Line Divid Inde Transaction History
Beaton Management Co. Inc.
- $186 Million
- Q2 2024
A detailed history of Beaton Management Co. Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beaton Management Co. Inc. holds 7,335 shares of FVD stock, worth $326,994. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,335
Previous 7,335
-0.0%
Holding current value
$326,994
Previous $310,000
3.55%
% of portfolio
0.16%
Previous 0.17%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio