Hhm Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 435 shares of FVD stock, worth $19,340. This represents 0.0% of its overall portfolio holdings.
Number of Shares
435
Previous 435
-0.0%
Holding current value
$19,340
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
623Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$951 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio