Tcfg Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
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 39,778 shares of FVD stock, worth $1.84 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
39,778
Previous 39,818
0.1%
Holding current value
$1.84 Million
Previous $1.78 Billion
0.15%
% of portfolio
0.81%
Previous 0.89%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
644Shares Held
141MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.9MShares$918 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$816 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$299 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$282 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.96MShares$275 Million0.1% of portfolio