Barnes Pettey Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 104,292 shares of FVD stock, worth $4.51 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
104,292
Previous 109,641
4.88%
Holding current value
$4.51 Million
Previous $4.99 Million
8.74%
% of portfolio
3.49%
Previous 3.99%
Shares
13 transactions
Others Institutions Holding FVD
# of Institutions
627Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$909 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$762 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$318 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$289 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$288 Million0.07% of portfolio