Peterson Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Peterson Wealth Advisors, LLC
- $443 Million
- Q1 2024
Shares
6 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
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Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
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Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio