Trademark Financial Management, LLC First Tr Value Line Divid Inde Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 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 15,450 shares of FVD stock, worth $696,331. This represents 0.51% of its overall portfolio holdings.
Number of Shares
15,450
Previous 17,198
10.16%
Holding current value
$696,331
Previous $726 Million
13.31%
% of portfolio
0.51%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$836 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio