Adams Wealth Management First Tr Value Line Divid Inde Transaction History

Adams Wealth Management

$383 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$31.33 - $35.27 $11,341 - $12,767	-362 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$29.87 - $32.88 $10,812 - $11,902	362 New	362 $11,000

Others Institutions Holding FVD

# of Institutions

561

Shares Held

155M

Call Options Held

5.2K

Put Options Held

0

Morgan Stanley New York, NY

24.2M
Shares

$981 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

20M
Shares

$811 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

7.77M
Shares

$315 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

7.54M
Shares

$306 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.91M
Shares

$240 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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