Clarus Wealth Advisors First Tr Value Line Divid Inde Transaction History
Clarus Wealth Advisors
- $178 Million
- Q1 2024
A detailed history of Clarus Wealth Advisors transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Clarus Wealth Advisors holds 17,149 shares of FVD stock, worth $695,220. This represents 0.41% of its overall portfolio holdings.
Number of Shares
17,149
Previous 17,269
0.69%
Holding current value
$695,220
Previous $700,000
3.43%
% of portfolio
0.41%
Previous 0.41%
Shares
26 transactions
Others Institutions Holding FVD
# of Institutions
562Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$980 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$810 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio