Stonehaven Wealth & Tax Solutions, LLC First Tr Value Line Divid Inde Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 63,342 shares of FVD stock, worth $2.82 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
63,342Holding current value
$2.82 Million% of portfolio
3.01%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
622Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$935 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio