Creative Planning First Tr Value Line Divid Inde Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Creative Planning holds 186,381 shares of FVD stock, worth $8.52 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
186,381
Previous 36,148
415.61%
Holding current value
$8.52 Million
Previous $1.58 Million
426.95%
% of portfolio
0.01%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
141MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$913 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$808 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$305 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$287 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$286 Million0.07% of portfolio