Ever Source Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,460 shares of FVD stock, worth $67,875. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,460
Previous 1,460
-0.0%
Holding current value
$67,875
Previous $59,000
11.86%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$995 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$816 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$332 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$324 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$213 Million0.05% of portfolio