Walkner Condon Financial Advisors LLC First Tr Value Line Divid Inde Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 7,254 shares of FVD stock, worth $321,352. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,254
Previous 5,659
28.19%
Holding current value
$321,352
Previous $257,000
22.96%
% of portfolio
0.07%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding FVD
# of Institutions
597Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$948 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$778 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$317 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$309 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$297 Million0.11% of portfolio