Gradient Investments LLC First Tr Value Line Divid Inde Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$39.94 - $42.43 $1,917 - $2,036	48 New	48 $1,000
Q3 2023 Oct 27, 2023	SELL	$37.39 - $41.11 $7,478 - $8,222	-200 Reduced 42.02%	276 $10,000
Q2 2023 Jul 11, 2023	BUY	$38.66 - $40.72 $7,731 - $8,144	200 Added 72.46%	476 $19,000
Q4 2022 Jan 10, 2023	SELL	$35.61 - $41.46 $6,552 - $7,628	-184 Reduced 40.0%	276 $0
Q3 2022 Oct 14, 2022	BUY	$35.79 - $42.23 $6,585 - $7,770	184 Added 66.67%	460 $16,000
Q3 2021 Oct 18, 2021	BUY	$39.2 - $41.72 $3,724 - $3,963	95 Added 52.49%	276 $11,000
Q1 2021 Apr 21, 2021	SELL	$34.56 - $38.32 $12,648 - $14,025	-366 Reduced 66.91%	181 $7,000
Q3 2020 Oct 06, 2020	BUY	$29.87 - $32.88 $10,932 - $12,034	366 Added 202.21%	547 $17,000
Q4 2019 Jan 15, 2020	BUY	$33.78 - $36.07 $6,114 - $6,528	181 New	181 $7,000

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

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