Petix & Botte CO First Tr Value Line Divid Inde Transaction History
Petix & Botte CO
- $402 Million
- Q1 2024
A detailed history of Petix & Botte CO transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Petix & Botte CO holds 284,513 shares of FVD stock, worth $11.6 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
284,513
Previous 568,526
49.96%
Holding current value
$11.6 Million
Previous $23.1 Million
47.9%
% of portfolio
2.99%
Previous 6.8%
Shares
18 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
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Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio