Iht Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 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 150,945 shares of FVD stock, worth $6.76 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
150,945
Previous 172,996
12.75%
Holding current value
$6.76 Million
Previous $7.87 Million
16.29%
% of portfolio
0.22%
Previous 0.23%
Shares
30 transactions
Others Institutions Holding FVD
# of Institutions
633Shares 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