Fsb Premier Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Fsb Premier Wealth Management, Inc.
- $215 Million
- Q2 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 150,045 shares of FVD stock, worth $6.69 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
150,045
Previous 175,537
14.52%
Holding current value
$6.69 Million
Previous $7.41 Million
17.51%
% of portfolio
2.85%
Previous 3.53%
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