Sagespring Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Sagespring Wealth Partners, LLC
- $4.64 Trillion
- Q2 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 8,617 shares of FVD stock, worth $398,967. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,617
Previous 12,538
31.27%
Holding current value
$398,967
Previous $559 Million
31.1%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
635Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY20MShares$925 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$819 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$300 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$283 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$276 Million0.1% of portfolio