Planning Directions Inc First Tr Value Line Divid Inde Transaction History
Planning Directions Inc
- $140 Million
- Q1 2024
A detailed history of Planning Directions Inc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Planning Directions Inc holds 16,580 shares of FVD stock, worth $674,806. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,580
Previous 19,148
13.41%
Holding current value
$674,806
Previous $776,000
9.79%
% of portfolio
0.5%
Previous 0.56%
Shares
25 transactions
Others Institutions Holding FVD
# of Institutions
559Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$984 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$814 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio