Signature Estate & Investment Advisors LLC First Tr Value Line Divid Inde Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 108,018 shares of FVD stock, worth $5.02 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
108,018
Previous 115,095
6.15%
Holding current value
$5.02 Million
Previous $4.69 Million
4.75%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$995 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$816 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$332 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$324 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$213 Million0.05% of portfolio