J.W. Cole Advisors, Inc. First Tr Value Line Divid Inde Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 62,014 shares of FVD stock, worth $2.81 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
62,014
Previous 61,196
1.34%
Holding current value
$2.81 Million
Previous $2.58 Million
2.21%
% of portfolio
0.12%
Previous 0.13%
Shares
20 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$839 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$327 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$314 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio