Sage Mountain Advisors LLC First Tr Value Line Divid Inde Transaction History
Sage Mountain Advisors LLC
- $1.07 Billion
- Q2 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 16,453 shares of FVD stock, worth $739,397. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,453
Previous 16,927
2.8%
Holding current value
$739,397
Previous $714,000
6.16%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio