Clearstead Advisors, LLC First Tr Value Line Divid Inde Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,148 shares of FVD stock, worth $144,619. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,148
Previous 3,148
-0.0%
Holding current value
$144,619
Previous $128,000
11.72%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio