Kennedy Investment Group First Tr Value Line Divid Inde Transaction History
Kennedy Investment Group
- $197 Billion
- Q2 2024
A detailed history of Kennedy Investment Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kennedy Investment Group holds 74,398 shares of FVD stock, worth $3.38 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
74,398
Previous 70,459
5.59%
Holding current value
$3.38 Million
Previous $2.98 Billion
1.89%
% of portfolio
1.54%
Previous 1.59%
Shares
7 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$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio