Trademark Financial Management, LLC First Tr Value Line Divid Inde Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,199 shares of FVD stock, worth $636,683. This represents 0.49% of its overall portfolio holdings.
Number of Shares
14,199
Previous 14,858
4.44%
Holding current value
$636,683
Previous $676 Million
8.32%
% of portfolio
0.49%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$943 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$790 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$330 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$299 Million0.07% of portfolio