Tcfg Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 40,038 shares of FVD stock, worth $1.77 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
40,038
Previous 40,150
0.28%
Holding current value
$1.77 Million
Previous $1.83 Billion
4.33%
% of portfolio
0.88%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$325 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$296 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$294 Million0.07% of portfolio