Crux Wealth Advisors First Tr Value Line Divid Inde Transaction History

Crux Wealth Advisors

$180 Billion
Q4 2024

A detailed history of Crux Wealth Advisors transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Crux Wealth Advisors holds 66,250 shares of FVD stock, worth $2.9 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

66,250

Holding current value

$2.9 Million

% of portfolio

1.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$43.4 - $46.7 $2.88 Million - $3.09 Million	66,250 New	66,250 $2.89 Billion

Others Institutions Holding FVD

# of Institutions

627

Shares Held

144M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$922 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$772 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$322 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$293 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$292 Million
0.07% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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Crux Wealth Advisors First Tr Value Line Divid Inde Transaction History