Savvy Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Savvy Advisors, Inc. holds 32,418 shares of FVD stock, worth $1.49 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
32,418
Previous 27,980
15.86%
Holding current value
$1.49 Million
Previous $1.25 Million
16.2%
% of portfolio
0.1%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding FVD
# of Institutions
648Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$913 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$812 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$298 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$280 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$274 Million0.1% of portfolio