Hhm Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 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 $18,905. This represents 0.0% of its overall portfolio holdings.
Number of Shares
435
Previous 435
-0.0%
Holding current value
$18,905
Previous $17,000
11.76%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$763 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$311 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$303 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$199 Million0.05% of portfolio