Crux Wealth Advisors First Tr Value Line Divid Inde Transaction History
Crux Wealth Advisors
- $235 Billion
- Q2 2025
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 46,455 shares of FVD stock, worth $2.11 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
46,455
Previous 65,585
29.17%
Holding current value
$2.11 Million
Previous $2.92 Billion
28.99%
% of portfolio
0.88%
Previous 1.52%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
631Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$909 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$805 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$286 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$285 Million0.07% of portfolio