Cyndeo Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,867 shares of FVD stock, worth $262,841. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,867
Previous 5,823
0.76%
Holding current value
$262,841
Previous $264,000
3.03%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
633Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$942 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$789 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$329 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$300 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$298 Million0.07% of portfolio