Opal Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Opal Wealth Advisors, LLC
- $361 Million
- Q4 2025
A detailed history of Opal Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 6,935 shares of FVD stock, worth $318,385. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,935
Previous 7,367
5.86%
Holding current value
$318,385
Previous $340,000
6.47%
% of portfolio
0.09%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio