Winch Advisory Services, LLC First Tr Value Line Divid Inde Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	$28.59 - $32.53 $2,859 - $3,253	-100 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	$27.8 - $31.88 $2,780 - $3,188	100 New	100 $3,000

Others Institutions Holding FVD

# of Institutions

634

Shares Held

146M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21M
Shares

$904 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$757 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$316 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$288 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$286 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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