Sage Mountain Advisors LLC First Tr Value Line Divid Inde Transaction History
Sage Mountain Advisors LLC
- $1.35 Billion
- Q4 2024
A detailed history of Sage Mountain Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 15,268 shares of FVD stock, worth $674,845. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,268
Previous 16,008
4.62%
Holding current value
$674,845
Previous $728,000
8.52%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
635Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$325 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$296 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$294 Million0.07% of portfolio