1776 Wealth LLC First Tr Value Line Divid Inde Transaction History
1776 Wealth LLC
- $226 Million
- Q4 2024
A detailed history of 1776 Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 1776 Wealth LLC holds 136,273 shares of FVD stock, worth $5.86 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
136,273
Previous 136,684
0.3%
Holding current value
$5.86 Million
Previous $6.22 Million
4.36%
% of portfolio
2.63%
Previous 2.92%
Shares
20 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$904 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$757 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$316 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$288 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$286 Million0.07% of portfolio