Independent Advisor Alliance First Tr Value Line Divid Inde Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
A detailed history of Independent Advisor Alliance transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Independent Advisor Alliance holds 186,566 shares of FVD stock, worth $8.57 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
186,566
Previous 161,714
15.37%
Holding current value
$8.57 Million
Previous $6.59 Million
28.79%
% of portfolio
0.31%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio