Sage Private Wealth Group, LLC First Tr Value Line Divid Inde Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 507 shares of FVD stock, worth $21,917. This represents 0.02% of its overall portfolio holdings.
Number of Shares
507
Previous 505
0.4%
Holding current value
$21,917
Previous $20,000
10.0%
% of portfolio
0.02%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding FVD
# of Institutions
585Shares Held
136MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$759 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$309 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$302 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$198 Million0.05% of portfolio