Elevated Capital Advisors, LLC First Tr Value Line Divid Inde Transaction History
Elevated Capital Advisors, LLC
- $340 Million
- Q3 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 77,279 shares of FVD stock, worth $3.51 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
77,279
Previous 77,784
0.65%
Holding current value
$3.51 Million
Previous $3.17 Million
10.92%
% of portfolio
1.03%
Previous 0.93%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$970 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$797 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$324 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$316 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$208 Million0.05% of portfolio