Wealth Plan Partners, LLC First Tr Value Line Divid Inde Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 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 7,143 shares of FVD stock, worth $319,363. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,143
Previous 8,119
12.02%
Holding current value
$319,363
Previous $369 Million
15.6%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$941 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$788 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$299 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio