Sweet Financial Partners, LLC First Tr Value Line Divid Inde Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 7,103 shares of FVD stock, worth $328,442. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,103
Previous 4,915
44.52%
Holding current value
$328,442
Previous $200,000
61.5%
% of portfolio
0.07%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio