Laurel Wealth Planning LLC First Tr Value Line Divid Inde Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 2024
A detailed history of Laurel Wealth Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 51,447 shares of FVD stock, worth $2.34 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
51,447
Previous 54,371
5.38%
Holding current value
$2.34 Million
Previous $2.3 Million
8.71%
% of portfolio
1.46%
Previous 1.53%
Shares
14 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