Crestwood Advisors Group LLC First Tr Value Line Divid Inde Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
A detailed history of Crestwood Advisors Group LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,435 shares of FVD stock, worth $203,743. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,435
Previous 5,066
12.46%
Holding current value
$203,743
Previous $206,000
2.43%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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