Beacon Financial Advisory LLC First Tr Value Line Divid Inde Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 248,323 shares of FVD stock, worth $11 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
248,323
Previous 248,399
0.03%
Holding current value
$11 Million
Previous $11.3 Million
4.1%
% of portfolio
3.87%
Previous 4.19%
Shares
21 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 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