Cherry Creek Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Cherry Creek Investment Advisors, Inc.
- $178 Million
- Q1 2024
A detailed history of Cherry Creek Investment Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 148,042 shares of FVD stock, worth $6.28 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
148,042
Previous 138,614
6.8%
Holding current value
$6.28 Million
Previous $5.62 Million
11.19%
% of portfolio
3.51%
Previous 3.54%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
563Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.03 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$848 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$330 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$320 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$251 Million0.07% of portfolio