Towerpoint Wealth, LLC First Tr Value Line Divid Inde Transaction History
Towerpoint Wealth, LLC
- $222 Million
- Q2 2025
A detailed history of Towerpoint Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 131,905 shares of FVD stock, worth $5.97 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
131,905
Previous 127,602
3.37%
Holding current value
$5.97 Million
Previous $5.64 Million
4.54%
% of portfolio
2.66%
Previous 2.84%
Shares
28 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$905 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$800 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$285 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$284 Million0.07% of portfolio