Altus Wealth Group LLC First Tr Value Line Divid Inde Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$37.24 - $43.02 $97,680 - $112,841	2,623 Added 8.67%	32,863 $1.29 Million
Q1 2022 May 09, 2022	SELL	$39.95 - $43.09 $62,481 - $67,392	-1,564 Reduced 4.92%	30,240 $1.28 Million
Q4 2021 Feb 14, 2022	SELL	$39.46 - $43.04 $41,788 - $45,579	-1,059 Reduced 3.22%	31,804 $1.37 Million
Q3 2021 Nov 08, 2021	SELL	$39.2 - $41.72 $8,741 - $9,303	-223 Reduced 0.67%	32,863 $1.29 Million
Q2 2021 Aug 12, 2021	SELL	$38.16 - $40.72 $288,833 - $308,209	-7,569 Reduced 18.62%	33,086 $1.32 Million
Q1 2021 May 14, 2021	BUY	$34.56 - $38.32 $126,662 - $140,442	3,665 Added 9.91%	40,655 $1.62 Million
Q4 2020 Feb 12, 2021	BUY	$31.33 - $35.27 $1.16 Million - $1.3 Million	36,990 New	36,990 $1.3 Million

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$983 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$807 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$328 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$321 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$210 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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