Lion Street Advisors, LLC First Tr Value Line Divid Inde Transaction History
Lion Street Advisors, LLC
- $317 Million
- Q2 2025
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 10,420 shares of FVD stock, worth $482,445. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,420
Previous 10,409
0.11%
Holding current value
$482,445
Previous $464,000
0.22%
% of portfolio
0.15%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
140MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$819 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$309 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$291 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$290 Million0.07% of portfolio