Walkner Condon Financial Advisors LLC First Tr Value Line Divid Inde Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 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 4,930 shares of FVD stock, worth $222,195. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,930
Previous 4,930
-0.0%
Holding current value
$222,195
Previous $200,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
142MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$836 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio