Morey & Quinn Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Morey & Quinn Wealth Partners, LLC
- $121 Billion
- Q1 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 98,316 shares of FVD stock, worth $4.31 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
98,316
Previous 96,638
1.74%
Holding current value
$4.31 Million
Previous $4.22 Billion
3.95%
% of portfolio
3.63%
Previous 3.58%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
627Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$774 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio