Shakespeare Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 12,929 shares of FVD stock, worth $571,461. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,929
Previous 13,081
1.16%
Holding current value
$571,461
Previous $595,000
5.21%
% of portfolio
0.15%
Previous 0.16%
Shares
25 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$930 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$779 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$325 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$296 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$294 Million0.07% of portfolio