Oxler Private Wealth LLC First Tr Value Line Divid Inde Transaction History
Oxler Private Wealth LLC
- $275 Million
- Q4 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 5,521 shares of FVD stock, worth $251,260. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,521
Previous 5,486
0.64%
Holding current value
$251,260
Previous $249,000
3.61%
% of portfolio
0.09%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$957 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$802 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$334 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$305 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$303 Million0.07% of portfolio