Kingswood Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,723 shares of FVD stock, worth $1.85 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
41,723
Previous 23,611
76.71%
Holding current value
$1.85 Million
Previous $1.07 Billion
69.58%
% of portfolio
0.14%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FVD
# of Institutions
585Shares Held
135MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$946 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$777 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$316 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$309 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$203 Million0.05% of portfolio