Sargent Investment Group, LLC First Tr Value Line Divid Inde Transaction History
Sargent Investment Group, LLC
- $449 Million
- Q1 2024
A detailed history of Sargent Investment Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sargent Investment Group, LLC holds 18,584 shares of FVD stock, worth $756,368. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,584
Previous 19,279
3.6%
Holding current value
$756,368
Previous $781,000
0.38%
% of portfolio
0.17%
Previous 0.17%
Shares
21 transactions
Others Institutions Holding FVD
# of Institutions
559Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$984 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$814 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio