Sound Income Strategies, LLC First Tr Value Line Divid Inde Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding FVD
# of Institutions
584Shares Held
136MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$912 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$748 Million0.37% of portfolio
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Bank Of America Corp Charlotte, NC7.15MShares$305 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA6.98MShares$297 Million0.07% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.58MShares$195 Million0.05% of portfolio