Monterey Private Wealth, Inc. First Tr Value Line Divid Inde Call Options Transaction History

Monterey Private Wealth, Inc.

$293 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$943 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$774 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$315 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$307 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$202 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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