Mbe Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 30,133 shares of FVD stock, worth $1.34 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
30,133
Previous 29,994
0.46%
Holding current value
$1.34 Million
Previous $1.27 Million
3.08%
% of portfolio
0.77%
Previous 0.81%
Shares
18 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$997 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$823 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$321 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$308 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$229 Million0.06% of portfolio