Pinnacle Family Advisors, LLC First Tr Value Line Divid Inde Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 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 22,507 shares of FVD stock, worth $1.02 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
22,507
Previous 23,323
3.5%
Holding current value
$1.02 Million
Previous $950,000
7.68%
% of portfolio
0.6%
Previous 0.59%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
585Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$969 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$796 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$324 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$316 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$208 Million0.05% of portfolio