Strategic Planning Group, LLC First Tr Value Line Divid Inde Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Planning Group, LLC holds 31,781 shares of FVD stock, worth $1.39 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
31,781
Previous 257,336
87.65%
Holding current value
$1.39 Million
Previous $10.5 Billion
86.21%
% of portfolio
0.29%
Previous 2.29%
Shares
4 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$934 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$766 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$312 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$304 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$200 Million0.05% of portfolio