Barrett & Company, Inc. First Tr Value Line Divid Inde Transaction History
Barrett & Company, Inc.
- $231 Billion
- Q3 2024
A detailed history of Barrett & Company, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Barrett & Company, Inc. holds 99,671 shares of FVD stock, worth $4.48 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
99,671
Previous 97,780
1.93%
Holding current value
$4.48 Million
Previous $3.98 Billion
13.79%
% of portfolio
1.96%
Previous 1.8%
Shares
9 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio