Envestnet Portfolio Solutions, Inc. First Tr Value Line Divid Inde Transaction History
Envestnet Portfolio Solutions, Inc.
- $28 Billion
- Q3 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 295,671 shares of FVD stock, worth $12.9 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
295,671
Previous 258,482
14.39%
Holding current value
$12.9 Million
Previous $10.5 Million
27.69%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$767 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$305 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio