Catalyst Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 63,850 shares of FVD stock, worth $2.59 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
63,850
Previous 81,930
22.07%
Holding current value
$2.59 Million
Previous $3.27 Billion
21.58%
% of portfolio
2.4%
Previous 3.09%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
560Shares 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
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Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio