Live Oak Investment Partners First Tr Value Line Divid Inde Transaction History
Live Oak Investment Partners
- $123 Million
- Q3 2024
A detailed history of Live Oak Investment Partners transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Live Oak Investment Partners holds 1,615 shares of FVD stock, worth $74,677. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,615
Previous 2,110
23.46%
Holding current value
$74,677
Previous $85,000
14.12%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio