Lighthouse Wealth Management Inc. First Tr Value Line Divid Inde Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q1 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 22,953 shares of FVD stock, worth $994,094. This represents 0.94% of its overall portfolio holdings.
Number of Shares
22,953
Previous 23,313
1.54%
Holding current value
$994,094
Previous $1.02 Billion
0.6%
% of portfolio
0.94%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
626Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$911 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$763 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$318 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$290 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$289 Million0.07% of portfolio