Summit Financial, LLC First Tr Value Line Divid Inde Transaction History
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
A detailed history of Summit Financial, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Summit Financial, LLC holds 10,590 shares of FVD stock, worth $470,513. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,590
Previous 10,590
-0.0%
Holding current value
$470,513
Previous $431,000
11.6%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FVD
# of Institutions
587Shares Held
135MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21.4MShares$950 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$780 Million0.37% of portfolio
-
Bank Of America Corp Charlotte, NC7.15MShares$318 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$310 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.58MShares$203 Million0.05% of portfolio