Sea Crest Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 8,834 shares of FVD stock, worth $393,908. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,834
Previous 8,834
-0.0%
Holding current value
$393,908
Previous $401,000
3.99%
% of portfolio
0.04%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding FVD
# of Institutions
596Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$954 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio