United Capital Financial Advisers, LLC First Tr Value Line Divid Inde Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,829 shares of FVD stock, worth $520,344. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,829
Previous 13,657
6.06%
Holding current value
$520,344
Previous $553,000
2.17%
% of portfolio
0.0%
Previous 0.0%
Shares
29 transactions
Others Institutions Holding FVD
# of Institutions
561Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$981 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$811 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$315 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$306 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$240 Million0.07% of portfolio