Naviter Wealth, LLC First Tr Value Line Divid Inde Transaction History
Naviter Wealth, LLC
- $662 Million
- Q2 2024
A detailed history of Naviter Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Naviter Wealth, LLC holds 126,410 shares of FVD stock, worth $5.71 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
126,410
Previous 122,553
3.15%
Holding current value
$5.71 Million
Previous $5.18 Million
0.46%
% of portfolio
0.78%
Previous 0.86%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$837 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$326 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio