Independent Advisor Alliance First Tr Value Line Divid Inde Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
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 169,961 shares of FVD stock, worth $7.68 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
169,961
Previous 354,509
52.06%
Holding current value
$7.68 Million
Previous $15.5 Million
51.01%
% of portfolio
0.26%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
141MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$903 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$798 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$284 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$283 Million0.07% of portfolio