Glassman Wealth Services First Tr Value Line Divid Inde Transaction History
Glassman Wealth Services
- $585 Million
- Q3 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 $42,840. This represents 0.01% of its overall portfolio holdings.
Number of Shares
991
Previous 991
-0.0%
Holding current value
$42,840
Previous $40,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
585Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$759 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$309 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$302 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$198 Million0.05% of portfolio