Summit Investment Advisory Services, LLC First Tr Value Line Divid Inde Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,700 shares of FVD stock, worth $312,312. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,700
Previous 9,993
22.95%
Holding current value
$312,312
Previous $405 Million
19.78%
% of portfolio
0.19%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio