Disciplined Investments, LLC First Tr Value Line Divid Inde Transaction History

Disciplined Investments, LLC

$195 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	BUY	$34.56 - $38.32 $5,391 - $5,977	156 New	156 $6,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$995 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$816 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$332 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$324 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$213 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Disciplined Investments, LLC with notifications on news.