Chevy Chase Trust Holdings, Inc. First Tr Value Line Divid Inde Transaction History

Chevy Chase Trust Holdings, Inc.

$33.7 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$23.88 - $36.88 $2,650 - $4,093	-111 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$33.78 - $36.07 $3,749 - $4,003	111 New	111 $3,000

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

19.9M
Shares

$912 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$811 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$297 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$280 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$273 Million
0.1% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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