Org Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Org Wealth Partners, LLC
- $270 Million
- Q4 2025
A detailed history of Org Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Org Wealth Partners, LLC holds 237 shares of FVD stock, worth $10,880. This represents 0.0% of its overall portfolio holdings.
Number of Shares
237
Previous 237
-0.0%
Holding current value
$10,880
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
659Shares Held
137MCall 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