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 $2.88 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
63,850
Previous 81,930
22.07%
Holding current value
$2.88 Million
Previous $3.27 Billion
21.58%
% of portfolio
2.4%
Previous 3.09%
Shares
2 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$837 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA7.22MShares$326 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.94MShares$313 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.16MShares$233 Million0.06% of portfolio