Evermay Wealth Management LLC First Tr Value Line Divid Inde Call Options Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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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