Fonville Wealth Management LLC First Tr Value Line Divid Inde Call Options Transaction History

Fonville Wealth Management LLC

$289 Billion
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

570

Shares Held

144M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.03 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$848 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$330 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$317 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$236 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

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