Monterey Private Wealth, Inc. First Tr Value Line Divid Inde Transaction History
Monterey Private Wealth, Inc.
- $293 Million
- Q3 2024
A detailed history of Monterey Private Wealth, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,625 shares of FVD stock, worth $212,472. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,625Holding current value
$212,472% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$983 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$807 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$328 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA6.98MShares$321 Million0.07% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.58MShares$210 Million0.05% of portfolio