Iht Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iht Wealth Management, LLC holds 172,996 shares of FVD stock, worth $7.85 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
172,996
Previous 220,681
21.61%
Holding current value
$7.85 Million
Previous $8.99 Million
12.49%
% of portfolio
0.23%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$970 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$797 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$324 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$316 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$208 Million0.05% of portfolio