Bright Futures Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 13,973 shares of FVD stock, worth $630,601. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,973
Previous 13,973
-0.0%
Holding current value
$630,601
Previous $569,000
11.6%
% of portfolio
0.32%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
572Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$837 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$326 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio