Secure Asset Management, LLC First Tr Value Line Divid Inde Transaction History
Secure Asset Management, LLC
- $477 Million
- Q1 2025
A detailed history of Secure Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Secure Asset Management, LLC holds 81,851 shares of FVD stock, worth $3.51 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
81,851
Previous 82,078
0.28%
Holding current value
$3.51 Million
Previous $3.58 Million
1.01%
% of portfolio
0.76%
Previous 0.57%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
634Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$903 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$757 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$316 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$288 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$286 Million0.07% of portfolio