Tcfg Wealth Management, LLC First Tr Value Line Divid Inde Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 40,150 shares of FVD stock, worth $1.8 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
40,150Holding current value
$1.8 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
573Shares Held
144MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY22.4MShares$1.01 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC18.5MShares$833 Million0.38% of portfolio
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Wells Fargo & Company San Francisco, CA7.22MShares$325 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.94MShares$312 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN5.16MShares$232 Million0.06% of portfolio