Pinnacle Private Wealth, LLC First Tr Value Line Divid Inde Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 27,061 shares of FVD stock, worth $1.25 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
27,061
Previous 26,123
3.59%
Holding current value
$1.25 Million
Previous $1.11 Million
4.98%
% of portfolio
0.41%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio