West Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
A detailed history of West Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, West Financial Advisors, LLC holds 718 shares of FVD stock, worth $31,376. This represents 0.01% of its overall portfolio holdings.
Number of Shares
718
Previous 718
-0.0%
Holding current value
$31,376
Previous $29,000
10.34%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$767 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$305 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio