Tyler Stone Wealth Management First Tr Value Line Divid Inde Transaction History
Tyler Stone Wealth Management
- $237 Million
- Q2 2024
A detailed history of Tyler Stone Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tyler Stone Wealth Management holds 13,485 shares of FVD stock, worth $613,028. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,485
Previous 16,684
19.17%
Holding current value
$613,028
Previous $704,000
22.02%
% of portfolio
0.23%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
555Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.02 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$843 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$315 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$234 Million0.06% of portfolio