Pmg Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Pmg Wealth Management, Inc.
- $121 Billion
- Q2 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 15,499 shares of FVD stock, worth $711,714. This represents 0.57% of its overall portfolio holdings.
Number of Shares
15,499
Previous 15,316
1.19%
Holding current value
$711,714
Previous $683 Million
1.44%
% of portfolio
0.57%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
631Shares Held
141MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$917 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$811 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$307 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$288 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$288 Million0.07% of portfolio