Cyndeo Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,867 shares of FVD stock, worth $267,007. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,867
Previous 5,823
0.76%
Holding current value
$267,007
Previous $264,000
3.03%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$957 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$802 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$334 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$305 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$303 Million0.07% of portfolio