Creative Planning First Tr Value Line Divid Inde Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Creative Planning holds 26,779 shares of FVD stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26,779
Previous 27,410
2.3%
Holding current value
$1.19 Million
Previous $1.12 Million
9.14%
% of portfolio
0.0%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio