Wetzel Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Wetzel Investment Advisors, Inc.
- $196 Million
- Q4 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 17,715 shares of FVD stock, worth $787,077. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,715
Previous 17,817
0.57%
Holding current value
$787,077
Previous $810,000
4.57%
% of portfolio
0.39%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
587Shares Held
135MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$950 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$780 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$310 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$203 Million0.05% of portfolio