Wetzel Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Wetzel Investment Advisors, Inc.
- $192 Million
- Q1 2025
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 15,542 shares of FVD stock, worth $695,504. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,542
Previous 17,715
12.27%
Holding current value
$695,504
Previous $773,000
10.35%
% of portfolio
0.36%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
638Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$894 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$790 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$299 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$281 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$280 Million0.07% of portfolio