Whelan Financial First Tr Value Line Divid Inde Transaction History
Whelan Financial
- $314 Million
- Q3 2025
A detailed history of Whelan Financial transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Whelan Financial holds 5,293 shares of FVD stock, worth $243,001. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,293Holding current value
$243,001% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
656Shares Held
138MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.4MShares$892 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$813 Million0.26% of portfolio
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Wells Fargo & Company San Francisco, CA5.91MShares$271 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.77MShares$265 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC5.62MShares$258 Million0.02% of portfolio