Morey & Quinn Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Morey & Quinn Wealth Partners, LLC
- $118 Billion
- Q4 2024
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 96,638 shares of FVD stock, worth $4.32 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
96,638Holding current value
$4.32 Million% of portfolio
3.58%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
603Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$956 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$788 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$312 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio