Morey & Quinn Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Morey & Quinn Wealth Partners, LLC
- $136 Billion
- Q3 2025
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 79,526 shares of FVD stock, worth $3.65 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
79,526
Previous 83,961
5.28%
Holding current value
$3.65 Million
Previous $3.75 Billion
2.02%
% of portfolio
2.71%
Previous 3.0%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
138MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio