New Edge Advisors, LLC First Tr Value Line Divid Inde Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, New Edge Advisors, LLC holds 465,876 shares of FVD stock, worth $19.5 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
465,876
Previous 485,382
4.02%
Holding current value
$19.5 Million
Previous $19.7 Million
0.07%
% of portfolio
0.18%
Previous 0.19%
Shares
29 transactions
Others Institutions Holding FVD
# of Institutions
560Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.01 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$835 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$324 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$247 Million0.07% of portfolio