Proficio Capital Partners LLC First Tr Value Line Divid Inde Transaction History
Proficio Capital Partners LLC
- $1.22 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$901 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$796 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC6.68MShares$301 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$283 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.26MShares$282 Million0.07% of portfolio