Pmg Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Pmg Wealth Management, Inc.
- $94.2 Billion
- Q1 2025
A detailed history of Pmg Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 15,316 shares of FVD stock, worth $663,335. This represents 0.73% of its overall portfolio holdings.
Number of Shares
15,316
Previous 15,316
-0.0%
Holding current value
$663,335
Previous $668 Million
2.18%
% of portfolio
0.73%
Previous 0.61%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
626Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$911 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$763 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$318 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$290 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$289 Million0.07% of portfolio