Goldstein Advisors, LLC First Tr Value Line Divid Inde Transaction History
Goldstein Advisors, LLC
- $586 Billion
- Q1 2024
A detailed history of Goldstein Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Goldstein Advisors, LLC holds 90,855 shares of FVD stock, worth $3.69 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
90,855
Previous 93,157
2.47%
Holding current value
$3.69 Million
Previous $3.48 Billion
10.15%
% of portfolio
0.66%
Previous 0.73%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio