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 $4.34 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
98,316
Previous 96,638
1.74%
Holding current value
$4.34 Million
Previous $4.22 Billion
3.95%
% of portfolio
3.63%
Previous 3.58%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
639Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$882 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$295 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$277 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$276 Million0.07% of portfolio