Strategic Financial Concepts, LLC First Tr Value Line Divid Inde Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
A detailed history of Strategic Financial Concepts, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 31,122 shares of FVD stock, worth $1.36 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
31,122
Previous 27,727
12.24%
Holding current value
$1.36 Million
Previous $1.21 Billion
14.69%
% of portfolio
0.26%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
626Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$772 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio