Plante Moran Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History
Plante Moran Financial Advisors, LLC
- $997 Million
- Q2 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,668 shares of FVD stock, worth $74,976. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,668
Previous 1,668
-0.0%
Holding current value
$74,976
Previous $70,000
4.29%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
571Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio