Brio Consultants, LLC First Tr Value Line Divid Inde Transaction History
Brio Consultants, LLC
- $262 Million
- Q1 2025
A detailed history of Brio Consultants, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Brio Consultants, LLC holds 186,858 shares of FVD stock, worth $8.19 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
186,858Holding current value
$8.19 Million% of portfolio
3.18%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
635Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$875 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC6.68MShares$292 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.28MShares$275 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.26MShares$274 Million0.07% of portfolio