Naviter Wealth, LLC First Tr Value Line Divid Inde Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 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 5,425 shares of FVD stock, worth $241,846. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,425
Previous 126,410
95.71%
Holding current value
$241,846
Previous $5.15 Million
95.22%
% of portfolio
0.03%
Previous 0.78%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$826 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$322 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$309 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$230 Million0.06% of portfolio