Formidable Asset Management, LLC First Tr Value Line Divid Inde Transaction History
Formidable Asset Management, LLC
- $604 Million
- Q2 2024
A detailed history of Formidable Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Formidable Asset Management, LLC holds 19,769 shares of FVD stock, worth $881,302. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,769
Previous 17,899
10.45%
Holding current value
$881,302
Previous $755,000
6.62%
% of portfolio
0.13%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio