Bay Harbor Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Bay Harbor Wealth Management, LLC

$275 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 05, 2021	SELL	$34.56 - $38.32 $34 - $38	-1 Closed	0 $0
Q1 2020 May 20, 2020	BUY	$23.88 - $36.88 $23 - $36	1 New	1 $0

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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