Perissos Private Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 13,719 shares of FVD stock, worth $599,520. This represents 0.5% of its overall portfolio holdings.
Number of Shares
13,719
Previous 14,350
4.4%
Holding current value
$599,520
Previous $585 Million
6.72%
% of portfolio
0.5%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$767 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$305 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio