Schrum Private Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,009 shares of FVD stock, worth $315,895. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,009
Previous 7,009
-0.0%
Holding current value
$315,895
Previous $295,000
3.39%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$836 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio