Wealth Plan Partners, LLC First Tr Value Line Divid Inde Transaction History
Wealth Plan Partners, LLC
- $966 Billion
- Q1 2024
A detailed history of Wealth Plan Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,709 shares of FVD stock, worth $283,119. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,709
Previous 19,926
66.33%
Holding current value
$283,119
Previous $808 Million
64.94%
% of portfolio
0.03%
Previous 0.08%
Shares
20 transactions
Others Institutions Holding FVD
# of Institutions
557Shares Held
153MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$1.02 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$844 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$328 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$318 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$249 Million0.07% of portfolio