Marshall Investment Management, LLC First Tr Value Line Divid Inde Transaction History
Marshall Investment Management, LLC
- $161 Billion
- Q1 2025
A detailed history of Marshall Investment Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Marshall Investment Management, LLC holds 157,777 shares of FVD stock, worth $7 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
157,777
Previous 58,631
169.1%
Holding current value
$7 Million
Previous $2.67 Billion
163.77%
% of portfolio
4.37%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
638Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$886 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$296 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$279 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$278 Million0.07% of portfolio