Oxler Private Wealth LLC First Tr Value Line Divid Inde Transaction History
Oxler Private Wealth LLC
- $254 Million
- Q2 2024
A detailed history of Oxler Private Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Oxler Private Wealth LLC holds 5,459 shares of FVD stock, worth $245,327. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,459
Previous 5,422
0.68%
Holding current value
$245,327
Previous $228,000
2.63%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
557Shares 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$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio