Strategic Wealth Advisors Group, LLC First Tr Value Line Divid Inde Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 770,022 shares of FVD stock, worth $33.1 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
770,022
Previous 624,269
23.35%
Holding current value
$33.1 Million
Previous $24.4 Million
12.74%
% of portfolio
1.18%
Previous 1.03%
Shares
21 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