Impact Partnership Wealth, LLC First Tr Value Line Divid Inde Transaction History

Impact Partnership Wealth, LLC

$495 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
Q2 2023 Jul 17, 2023	BUY	$38.66 - $40.72 $2,551 - $2,687	66 New	66 $2.65 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21M
Shares

$932 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$781 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$326 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$297 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$295 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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