Leo Wealth, LLC First Tr Value Line Divid Inde Transaction History
Leo Wealth, LLC
- $771 Billion
- Q3 2025
A detailed history of Leo Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Leo Wealth, LLC holds 10,508 shares of FVD stock, worth $482,422. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,508
Previous 10,451
0.55%
Holding current value
$482,422
Previous $467 Million
4.01%
% of portfolio
0.06%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
138MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio