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 $197,712. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,435
Previous 5,066
12.46%
Holding current value
$197,712
Previous $206,000
2.43%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
571Shares 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