Ellevest, Inc. First Tr Value Line Divid Inde Transaction History

Ellevest, Inc.

$1.72 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	BUY	$39.95 - $43.09 $46,701 - $50,372	1,169 New	1,169 $49,000

Others Institutions Holding FVD

# of Institutions

637

Shares Held

145M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21M
Shares

$936 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$784 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$327 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$298 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$296 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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