Plante Moran Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History
Plante Moran Financial Advisors, LLC
- $1.2 Billion
- Q4 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 200 shares of FVD stock, worth $8,918. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 1,668
88.01%
Holding current value
$8,918
Previous $75,000
89.33%
% of portfolio
0.0%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding FVD
# of Institutions
595Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$954 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio