Choreo, LLC First Tr Value Line Divid Inde Transaction History

Choreo, LLC

$5.94 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$37.24 - $43.02 $41,187 - $47,580	1,106 Added 23.29%	5,855 $227,000
Q4 2021 Feb 08, 2022	BUY	$39.46 - $43.04 $187,395 - $204,396	4,749 New	4,749 $204,000

Others Institutions Holding FVD

# of Institutions

573

Shares Held

144M

Call Options Held

0

Put Options Held

0

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

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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