Cherry Creek Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Cherry Creek Investment Advisors, Inc.
- $187 Million
- Q1 2025
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 157,347 shares of FVD stock, worth $7.17 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
157,347
Previous 142,044
10.77%
Holding current value
$7.17 Million
Previous $6.2 Million
13.2%
% of portfolio
3.75%
Previous 3.16%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
141MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$910 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$805 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$286 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$285 Million0.07% of portfolio