Willner & Heller, LLC First Tr Value Line Divid Inde Transaction History
Willner & Heller, LLC
- $109 Million
- Q3 2024
A detailed history of Willner & Heller, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Willner & Heller, LLC holds 18,876 shares of FVD stock, worth $840,359. This represents 0.79% of its overall portfolio holdings.
Number of Shares
18,876
Previous 19,053
0.93%
Holding current value
$840,359
Previous $776,000
10.57%
% of portfolio
0.79%
Previous 0.76%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$952 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$782 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio