Fortress Wealth Group, LLC First Tr Value Line Divid Inde Transaction History
Fortress Wealth Group, LLC
- $203 Million
- Q4 2024
A detailed history of Fortress Wealth Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 44,998 shares of FVD stock, worth $2.05 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
44,998
Previous 46,854
3.96%
Holding current value
$2.05 Million
Previous $2.13 Million
7.88%
% of portfolio
0.97%
Previous 1.11%
Shares
15 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$957 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$802 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$334 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$305 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$303 Million0.07% of portfolio