Spire Wealth Management First Tr Value Line Divid Inde Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Spire Wealth Management holds 39,141 shares of FVD stock, worth $1.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
39,141
Previous 48,242
18.87%
Holding current value
$1.8 Million
Previous $2.15 Million
18.69%
% of portfolio
0.06%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding FVD
# of Institutions
644Shares 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