Sweet Financial Partners, LLC First Tr Value Line Divid Inde Transaction History
Sweet Financial Partners, LLC
- $424 Million
- Q2 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 4,915 shares of FVD stock, worth $223,386. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,915
Previous 4,775
2.93%
Holding current value
$223,386
Previous $201,000
0.5%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio