Bcr Wealth Strategies, LLC First Tr Value Line Divid Inde Transaction History

Bcr Wealth Strategies, LLC

$212 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$39.95 - $43.09 $26,446 - $28,525	-662 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$39.46 - $43.04 $26,122 - $28,492	662 New	662 $28,000

Others Institutions Holding FVD

# of Institutions

572

Shares Held

144M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.01 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$837 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$326 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$313 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$233 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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