Steph & CO First Tr Value Line Divid Inde Transaction History

Steph & CO

$276 Million
Q3 2024

A detailed history of Steph & CO transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Steph & CO holds 158 shares of FVD stock, worth $6,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares

158

Holding current value

$6,953

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$40.45 - $45.49 $6,391 - $7,187	158 New	158 $7,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21.4M
Shares

$941 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$773 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

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
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