Steph & CO First Tr Value Line Divid Inde Transaction History

Steph & CO

$276 Million
Q3 2024

A detailed history of Steph & CO transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Steph & CO holds 158 shares of FVD stock, worth $6,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

158

Holding current value

$6,904

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$40.45 - $45.49 $6,391 - $7,187	158 New	158 $7,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21.4M
Shares

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steph & CO, based on Form 13F filings with the SEC.

News

Stay updated on Steph & CO with notifications on news.

Account