Albion Financial Group First Tr Value Line Divid Inde Transaction History

Albion Financial Group

$1.32 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$39.2 - $41.72 $5,880 - $6,258	-150 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$38.16 - $40.72 $5,723 - $6,108	150 New	150 $6,000

Others Institutions Holding FVD

# of Institutions

555

Shares Held

142M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.02 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$843 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$328 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$315 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$234 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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