Key Client Fiduciary Advisors, LLC First Tr Value Line Divid Inde Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 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 28,102 shares of FVD stock, worth $1.25 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
28,102
Previous 152,538
81.58%
Holding current value
$1.25 Million
Previous $6.44 Million
82.22%
% of portfolio
0.63%
Previous 3.82%
Shares
11 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$997 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$823 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$321 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$308 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$229 Million0.06% of portfolio