Little House Capital LLC First Tr Value Line Divid Inde Transaction History

Little House Capital LLC

$298 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	$32.21 - $34.04 $64,420 - $68,080	-2,000 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$28.59 - $32.53 $57,180 - $65,060	2,000 New	2,000 $64,000

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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