Advanced Research Investment Solutions, LLC First Tr Value Line Divid Inde Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$39.95 - $43.09 $5,992 - $6,463	-150 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$39.46 - $43.04 $5,919 - $6,456	150 New	150 $6,000

Others Institutions Holding FVD

# of Institutions

635

Shares Held

141M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

20M
Shares

$925 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$819 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$300 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$283 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$276 Million
0.1% of portfolio

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Ticker FVD
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