Cherry Creek Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History
Cherry Creek Investment Advisors, Inc.
- $196 Million
- Q4 2024
A detailed history of Cherry Creek Investment Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 142,044 shares of FVD stock, worth $6.1 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
142,044
Previous 142,967
0.65%
Holding current value
$6.1 Million
Previous $6.5 Million
4.69%
% of portfolio
3.16%
Previous 3.46%
Shares
15 transactions
Others Institutions Holding FVD
# of Institutions
634Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$903 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$757 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$316 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$288 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$286 Million0.07% of portfolio