Foundations Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 2024
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 23,997 shares of FVD stock, worth $1.09 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,997
Previous 27,738
13.49%
Holding current value
$1.09 Million
Previous $1.17 Million
16.57%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio