Gateway Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Gateway Wealth Partners, LLC
- $279 Billion
- Q1 2024
A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 131,007 shares of FVD stock, worth $5.33 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
131,007
Previous 138,890
5.68%
Holding current value
$5.33 Million
Previous $5.63 Billion
1.79%
% of portfolio
1.99%
Previous 2.27%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
559Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$984 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$814 Million0.46% of portfolio
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Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio