Kowal Investment Group, LLC First Tr Value Line Divid Inde Transaction History
Kowal Investment Group, LLC
- $460 Million
- Q1 2024
A detailed history of Kowal Investment Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kowal Investment Group, LLC holds 79,972 shares of FVD stock, worth $3.26 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
79,972
Previous 83,552
4.28%
Holding current value
$3.26 Million
Previous $3.39 Million
0.32%
% of portfolio
0.73%
Previous 0.79%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$985 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$815 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio