Fortress Wealth Group, LLC First Tr Value Line Divid Inde Transaction History
Fortress Wealth Group, LLC
- $191 Million
- Q3 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 46,854 shares of FVD stock, worth $2.15 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
46,854
Previous 47,221
0.78%
Holding current value
$2.15 Million
Previous $1.92 Million
10.76%
% of portfolio
1.11%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio