Maia Wealth LLC First Tr Value Line Divid Inde Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	SELL	$39.94 - $42.43 $418,890 - $445,005	-10,488 Reduced 65.65%	5,487 $230 Million
Q4 2023 Feb 13, 2024	BUY	$36.09 - $40.63 $576,537 - $649,064	15,975 New	15,975 $648 Million

Others Institutions Holding FVD

# of Institutions

570

Shares Held

143M

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

Ticker FVD
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