Guerra Pan Advisors, LLC First Tr Value Line Divid Inde Transaction History
Guerra Pan Advisors, LLC
- $138 Billion
- Q4 2024
A detailed history of Guerra Pan Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Guerra Pan Advisors, LLC holds 8,148 shares of FVD stock, worth $362,015. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,148
Previous 8,165
0.21%
Holding current value
$362,015
Previous $371 Million
4.27%
% of portfolio
0.26%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding FVD
# of Institutions
587Shares Held
135MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$950 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$780 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$310 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$203 Million0.05% of portfolio