B&L Asset Management LLC First Tr Value Line Divid Inde Transaction History

B&L Asset Management LLC

$158 Billion
Q3 2024

A detailed history of B&L Asset Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, B&L Asset Management LLC holds 9,382 shares of FVD stock, worth $426,693. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,382

Holding current value

$426,693

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$40.45 - $45.49 $379,501 - $426,787	9,382 New	9,382 $427 Million

Others Institutions Holding FVD

# of Institutions

585

Shares Held

139M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21.4M
Shares

$973 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$799 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$325 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$317 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$208 Million
0.05% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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B&L Asset Management LLC First Tr Value Line Divid Inde Transaction History