Lwm Advisory Services, LLC First Tr Value Line Divid Inde Transaction History
Lwm Advisory Services, LLC
- $116 Million
- Q2 2024
A detailed history of Lwm Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 17,912 shares of FVD stock, worth $807,293. This represents 0.63% of its overall portfolio holdings.
Number of Shares
17,912
Previous 17,905
0.04%
Holding current value
$807,293
Previous $756,000
3.57%
% of portfolio
0.63%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$836 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio