Horst & Graben Wealth Management LLC First Tr Value Line Divid Inde Transaction History
Horst & Graben Wealth Management LLC
- $542 Million
- Q4 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 4,973 shares of FVD stock, worth $220,950. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,973
Previous 4,944
0.59%
Holding current value
$220,950
Previous $224,000
3.13%
% of portfolio
0.04%
Previous 0.04%
Shares
5 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