Peak Financial Management, Inc. First Tr Value Line Divid Inde Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Peak Financial Management, Inc. holds 5,800 shares of FVD stock, worth $257,868. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,800
Previous 5,800
-0.0%
Holding current value
$257,868
Previous $263,000
3.8%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
623Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$951 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio