Bfsg, LLC First Tr Value Line Divid Inde Transaction History

Bfsg, LLC

$838 Million
Q4 2024

A detailed history of Bfsg, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bfsg, LLC holds 1,923 shares of FVD stock, worth $86,265. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,923

Previous 1,923 -0.0%

Holding current value

$86,265

Previous $87,000 4.6%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$39.94 - $42.23 $76,804 - $81,208	1,923 New	1,923 $81,000

Others Institutions Holding FVD

# of Institutions

628

Shares Held

145M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$944 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$791 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$330 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$300 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$299 Million
0.07% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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