Tria Gen Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 2024
A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 13,396 shares of FVD stock, worth $595,452. This represents 0.21% of its overall portfolio holdings.
Number of Shares
13,396
Previous 13,396
-0.0%
Holding current value
$595,452
Previous $609,000
4.11%
% of portfolio
0.21%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio