Topsail Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 18,681 shares of FVD stock, worth $818,414. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,681
Previous 18,887
1.09%
Holding current value
$818,414
Previous $824 Million
1.0%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
628Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$922 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$772 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$322 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$293 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$292 Million0.07% of portfolio