Independent Advisor Alliance First Tr Value Line Divid Inde Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Independent Advisor Alliance holds 354,509 shares of FVD stock, worth $15.7 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
354,509
Previous 186,566
90.02%
Holding current value
$15.7 Million
Previous $8.49 Million
82.3%
% of portfolio
0.21%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$932 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$781 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$326 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$297 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$295 Million0.07% of portfolio