Glassman Wealth Services First Tr Value Line Divid Inde Transaction History
Glassman Wealth Services
- $494 Million
- Q1 2024
A detailed history of Glassman Wealth Services transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Glassman Wealth Services holds 991 shares of FVD stock, worth $40,333. This represents 0.01% of its overall portfolio holdings.
Number of Shares
991
Previous 2,032
51.23%
Holding current value
$40,333
Previous $82,000
50.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio