Catalyst Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 63,850 shares of FVD stock, worth $2.85 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
63,850
Previous 81,930
22.07%
Holding current value
$2.85 Million
Previous $3.27 Billion
21.58%
% of portfolio
2.4%
Previous 3.09%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
595Shares Held
137MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$954 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$311 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$204 Million0.05% of portfolio