Ten Capital Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Ten Capital Wealth Advisors, LLC
- $341 Million
- Q2 2023
A detailed history of Ten Capital Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 480,908 shares of FVD stock, worth $21.5 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
480,908
Previous 494,641
2.78%
Holding current value
$21.5 Million
Previous $19.9 Million
2.95%
% of portfolio
5.65%
Previous 6.52%
Shares
12 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$939 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$787 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$328 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$297 Million0.07% of portfolio