Gilliland Jeter Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Gilliland Jeter Wealth Management LLC
- $287 Billion
- Q3 2024
A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 4,983 shares of FVD stock, worth $219,301. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,983
Previous 4,990
0.14%
Holding current value
$219,301
Previous $203 Million
3.48%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FVD
# of Institutions
586Shares Held
139MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$941 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$773 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$315 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$307 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$202 Million0.05% of portfolio