Pcg Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Pcg Wealth Advisors, LLC
- $257 Million
- Q4 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 223,265 shares of FVD stock, worth $10.2 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
223,265
Previous 225,097
0.81%
Holding current value
$10.2 Million
Previous $10.2 Million
4.84%
% of portfolio
3.79%
Previous 4.14%
Shares
13 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