Concentrum Wealth Management First Tr Value Line Divid Inde Transaction History
Concentrum Wealth Management
- $284 Billion
- Q4 2024
A detailed history of Concentrum Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Concentrum Wealth Management holds 173,480 shares of FVD stock, worth $7.9 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
173,480
Previous 156,677
10.72%
Holding current value
$7.9 Million
Previous $7.13 Billion
6.22%
% of portfolio
2.66%
Previous 2.77%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$957 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$802 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$334 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$305 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$303 Million0.07% of portfolio