Fsm Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 5,476 shares of FVD stock, worth $251,403. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,476
Previous 5,672
3.46%
Holding current value
$251,403
Previous $253,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
138MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio