Lloyd Advisory Services, Llc. First Tr Value Line Divid Inde Transaction History
Lloyd Advisory Services, Llc.
- $104 Million
- Q2 2025
Shares
11 transactions
Others Institutions Holding FVD
# of Institutions
635Shares Held
141MCall 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
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Bank Of America Corp Charlotte, NC6.49MShares$300 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$283 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.96MShares$276 Million0.1% of portfolio