Cfc Planning CO LLC First Tr Value Line Divid Inde Transaction History

Cfc Planning CO LLC

$93.4 Billion
Q4 2024

A detailed history of Cfc Planning CO LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cfc Planning CO LLC holds 4,877 shares of FVD stock, worth $218,489. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,877

Holding current value

$218,489

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$43.4 - $46.7 $211,661 - $227,755	4,877 New	4,877 $213 Million

Others Institutions Holding FVD

# of Institutions

633

Shares Held

145M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$942 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$789 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$329 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$300 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$298 Million
0.07% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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