Bellevue Asset Management, LLC First Tr Value Line Divid Inde Transaction History
Bellevue Asset Management, LLC
- $192 Million
- Q4 2024
A detailed history of Bellevue Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 11,213 shares of FVD stock, worth $495,614. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,213
Previous 10,936
2.53%
Holding current value
$495,614
Previous $497,000
1.61%
% of portfolio
0.25%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding FVD
# of Institutions
637Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$325 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$296 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$294 Million0.07% of portfolio