Credit Suisse Ag First Tr Value Line Divid Inde Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$34.56 - $38.32 $427,057 - $473,520	-12,357 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$26.27 - $33.19 $18,336 - $23,166	-698 Reduced 5.35%	12,357 $375,000
Q1 2020 May 13, 2020	BUY	$23.88 - $36.88 $311,753 - $481,468	13,055 New	13,055 $361,000
Q3 2018 Nov 13, 2018	SELL	$30.25 - $32.16 $2.48 Million - $2.64 Million	-81,995 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$29.35 - $30.57 $1.33 Million - $1.38 Million	45,175 Added 122.69%	81,995 $2.48 Million
Q1 2018 May 15, 2018	BUY	$29.04 - $31.85 $1.07 Million - $1.17 Million	36,820 New	36,820 $1.1 Million
Q3 2017 Nov 14, 2017	SELL	$29.69 - $29.75 $281,669 - $282,238	-9,487 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	9,487	9,487 $277,000

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$989 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$812 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$331 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$323 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$212 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

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