Elevated Capital Advisors, LLC First Tr Value Line Divid Inde Transaction History
Elevated Capital Advisors, LLC
- $341 Million
- Q2 2024
A detailed history of Elevated Capital Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 77,784 shares of FVD stock, worth $3.5 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
77,784
Previous 218,952
64.47%
Holding current value
$3.5 Million
Previous $9.25 Million
65.73%
% of portfolio
0.93%
Previous 2.67%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio