Key Client Fiduciary Advisors, LLC First Tr Value Line Divid Inde Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 152,538 shares of FVD stock, worth $6.19 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
152,538
Previous 151,814
0.48%
Holding current value
$6.19 Million
Previous $6.16 Million
4.61%
% of portfolio
3.82%
Previous 3.97%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
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Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio