Wetzel Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 17,817 shares of FVD stock, worth $784,126. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,817
Previous 19,106
6.75%
Holding current value
$784,126
Previous $778,000
4.11%
% of portfolio
0.42%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$941 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$773 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$315 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$307 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$202 Million0.05% of portfolio