4 Wealth Advisors, Inc. First Tr Value Line Divid Inde Transaction History
4 Wealth Advisors, Inc.
- $117 Billion
- Q4 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 15,423 shares of FVD stock, worth $708,069. This represents 0.61% of its overall portfolio holdings.
Number of Shares
15,423
Previous 14,568
5.87%
Holding current value
$708,069
Previous $674 Million
5.5%
% of portfolio
0.61%
Previous 0.6%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
657Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio