Fsb Premier Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Fsb Premier Wealth Management, Inc.
- $234 Million
- Q3 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 118,311 shares of FVD stock, worth $5.37 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
118,311
Previous 150,045
21.15%
Holding current value
$5.37 Million
Previous $6.11 Million
11.99%
% of portfolio
2.3%
Previous 2.85%
Shares
17 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$970 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$797 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$324 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$316 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$208 Million0.05% of portfolio