All Square Wealth Management LLC First Tr Value Line Divid Inde Transaction History
All Square Wealth Management LLC
- $186 Million
- Q3 2025
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 $19,511. This represents 0.01% of its overall portfolio holdings.
Number of Shares
425
Previous 425
-0.0%
Holding current value
$19,511
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
656Shares 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