All Square Wealth Management LLC First Tr Value Line Divid Inde Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 2024
A detailed history of All Square Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, All Square Wealth Management LLC holds 425 shares of FVD stock, worth $18,904. This represents 0.01% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$18,904
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$936 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$784 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio