Sea Crest Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Sea Crest Wealth Management, LLC
- $902 Million
- Q3 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 $386,045. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,834
Previous 9,887
10.65%
Holding current value
$386,045
Previous $402,000
0.25%
% of portfolio
0.04%
Previous 0.05%
Shares
25 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$767 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$305 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio