Sargent Investment Group, LLC First Tr Value Line Divid Inde Transaction History
Sargent Investment Group, LLC
- $616 Million
- Q4 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 16,929 shares of FVD stock, worth $750,293. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,929
Previous 17,999
5.94%
Holding current value
$750,293
Previous $818,000
9.78%
% of portfolio
0.12%
Previous 0.15%
Shares
23 transactions
Others Institutions Holding FVD
# of Institutions
598Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$948 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$778 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$317 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$309 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$203 Million0.05% of portfolio