Perissos Private Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 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 14,330 shares of FVD stock, worth $583,947. This represents 0.55% of its overall portfolio holdings.
Number of Shares
14,330Holding current value
$583,947% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$985 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$815 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio