Sfg Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
A detailed history of Sfg Wealth Management, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 10,519 shares of FVD stock, worth $452,106. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,519
Previous 9,636
9.16%
Holding current value
$452,106
Previous $438,000
4.79%
% of portfolio
0.25%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding FVD
# of Institutions
634Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$904 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