Bfsg, LLC First Tr Value Line Divid Inde Transaction History

Bfsg, LLC

$843 Million
Q3 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 $85,727. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,923

Previous 1,923 -0.0%

Holding current value

$85,727

Previous $78,000 11.54%

% 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

571

Shares Held

144M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

22.4M
Shares

$1 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$826 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$322 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$309 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$230 Million
0.06% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bfsg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bfsg, LLC with notifications on news.

Account