Balboa Wealth Partners First Tr Value Line Divid Inde Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Balboa Wealth Partners holds 7,822 shares of FVD stock, worth $351,364. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,822Holding current value
$351,364% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
630Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$945 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$792 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC7.35MShares$330 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$301 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.66MShares$299 Million0.07% of portfolio