United Advisor Group, LLC First Tr Value Line Divid Inde Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Advisor Group, LLC holds 15,844 shares of FVD stock, worth $732,626. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,844
Previous 16,302
2.81%
Holding current value
$732,626
Previous $664,000
8.43%
% of portfolio
0.17%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$989 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$812 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$331 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$323 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$212 Million0.05% of portfolio