Lion Street Advisors, LLC First Tr Value Line Divid Inde Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 2024
A detailed history of Lion Street Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lion Street Advisors, LLC holds 12,160 shares of FVD stock, worth $558,630. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,160
Previous 12,136
0.2%
Holding current value
$558,630
Previous $494,000
11.94%
% of portfolio
0.2%
Previous 0.19%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio