Cypress Wealth Services, LLC First Tr Value Line Divid Inde Put Options Transaction History

Cypress Wealth Services, LLC

$420 Million
Q1 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q3 2020 Oct 23, 2020	BUY	$29.87 - $32.88 $549,787 - $605,189	18,406 New	18,406 $579,000

Others Institutions Holding FVD

# of Institutions

562

Shares Held

155M

Call Options Held

5.2K

Put Options Held

0

Morgan Stanley New York, NY

24.2M
Shares

$980 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

20M
Shares

$810 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

7.77M
Shares

$315 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

7.54M
Shares

$306 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.91M
Shares

$240 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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