Lion Street Advisors, LLC First Tr Value Line Divid Inde Transaction History
Lion Street Advisors, LLC
- $310 Million
- Q3 2025
A detailed history of Lion Street Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lion Street Advisors, LLC holds 26,256 shares of FVD stock, worth $1.21 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
26,256
Previous 10,420
151.98%
Holding current value
$1.21 Million
Previous $465,000
161.08%
% of portfolio
0.39%
Previous 0.15%
Shares
16 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
138MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio