Peak Financial Management, Inc. First Tr Value Line Divid Inde Transaction History
Peak Financial Management, Inc.
- $303 Million
- Q1 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 $235,248. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,800
Previous 5,800
-0.0%
Holding current value
$235,248
Previous $235,000
3.83%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio