Diversify Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,394 shares of FVD stock, worth $203,134. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,394Holding current value
$203,134% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
642Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$920 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$818 Million0.28% of portfolio
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Bank Of America Corp Charlotte, NC6.49MShares$300 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$282 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.96MShares$276 Million0.1% of portfolio