Kovitz Investment Group Partners, LLC First Tr Value Line Divid Inde Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 15,127 shares of FVD stock, worth $688,429. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,127
Previous 15,127
-0.0%
Holding current value
$688,429
Previous $660,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$957 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$802 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$334 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$305 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$303 Million0.07% of portfolio