Pinnacle Family Advisors, LLC First Tr Value Line Divid Inde Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 21,999 shares of FVD stock, worth $986,435. This represents 0.53% of its overall portfolio holdings.
Number of Shares
21,999
Previous 22,507
2.26%
Holding current value
$986,435
Previous $1.02 Million
6.16%
% of portfolio
0.53%
Previous 0.6%
Shares
17 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$943 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$790 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$330 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$299 Million0.07% of portfolio