Belpointe Asset Management LLC First Tr Value Line Divid Inde Transaction History
Belpointe Asset Management LLC
- $1.24 Billion
- Q1 2024
A detailed history of Belpointe Asset Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Belpointe Asset Management LLC holds 24,223 shares of FVD stock, worth $982,484. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,223
Previous 17,448
38.83%
Holding current value
$982,484
Previous $707,000
44.55%
% of portfolio
0.08%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio