Golden State Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 464,135 shares of FVD stock, worth $20.8 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
464,135
Previous 550,706
15.72%
Holding current value
$20.8 Million
Previous $23.3 Million
86849.51%
% of portfolio
3.03%
Previous 4.57%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$942 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$789 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio