Integrated Wealth Concepts LLC First Tr Value Line Divid Inde Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 217,901 shares of FVD stock, worth $9.77 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
217,901
Previous 222,846
2.22%
Holding current value
$9.77 Million
Previous $10.1 Million
6.2%
% of portfolio
0.12%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$943 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$790 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$330 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$299 Million0.07% of portfolio