Lighthouse Wealth Management Inc. First Tr Value Line Divid Inde Transaction History
Lighthouse Wealth Management Inc.
- $123 Billion
- Q3 2025
A detailed history of Lighthouse Wealth Management Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 22,774 shares of FVD stock, worth $1.04 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
22,774
Previous 22,843
0.3%
Holding current value
$1.04 Million
Previous $1.02 Billion
3.13%
% of portfolio
0.85%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
648Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio