Ptm Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Ptm Wealth Management, LLC
- $95.1 Billion
- Q1 2025
A detailed history of Ptm Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 16,676 shares of FVD stock, worth $735,911. This represents 0.71% of its overall portfolio holdings.
Number of Shares
16,676Holding current value
$735,911% of portfolio
0.71%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
639Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$882 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$779 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC6.68MShares$295 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.28MShares$277 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.26MShares$276 Million0.07% of portfolio