Milestones Private Investment Advisors LLC First Tr Value Line Divid Inde Transaction History
Milestones Private Investment Advisors LLC
- $146 Billion
 - Q3 2025
 
A detailed history of Milestones Private Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Milestones Private Investment Advisors LLC holds 9,962 shares of FVD stock, worth $457,056. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,962
              Previous 9,962
              
        
           -0.0%
        
      
          
        Holding current value
$457,056
            Previous $445 Million
            
        
           3.45%
        
      
          
        % of portfolio
0.31%
            Previous 0.33%
          
        Shares
	  1 transactions
	
  Others Institutions Holding FVD
# of Institutions
649Shares Held
140MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio