Mc Kinley Carter Wealth Services, Inc. First Tr Value Line Divid Inde Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 45,773 shares of FVD stock, worth $1.85 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
45,773
Previous 49,863
8.2%
Holding current value
$1.85 Million
Previous $2.02 Million
4.45%
% of portfolio
0.13%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
563Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$978 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$809 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$305 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$239 Million0.07% of portfolio