Pmg Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Pmg Wealth Management, Inc.
- $131 Billion
- Q3 2025
A detailed history of Pmg Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 15,499 shares of FVD stock, worth $711,559. This represents 0.55% of its overall portfolio holdings.
Number of Shares
15,499
Previous 15,499
-0.0%
Holding current value
$711,559
Previous $693 Million
3.31%
% of portfolio
0.55%
Previous 0.57%
Shares
2 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