Bernardo Wealth Planning LLC First Tr Value Line Divid Inde Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 14,123 shares of FVD stock, worth $629,603. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,123
Previous 15,385
8.2%
Holding current value
$629,603
Previous $626,000
3.51%
% of portfolio
0.16%
Previous 0.17%
Shares
19 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