Elmwood Wealth Management, Inc. First Tr Value Line Divid Inde Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$39.95 - $43.09 $1,078 - $1,163	-27 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.56 - $38.32 $933 - $1,034	27 New	27 $1,000

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

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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