Means Investment Co., Inc. First Tr Value Line Divid Inde Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	SELL	$39.94 - $42.23 $958 - $1,013	-24 Reduced 0.45%	5,252 $221,000
Q4 2023 Jan 25, 2024	SELL	$36.09 - $40.63 $63,446 - $71,427	-1,758 Reduced 24.99%	5,276 $213,000
Q3 2023 Oct 25, 2023	BUY	$37.39 - $41.11 $263,001 - $289,167	7,034 New	7,034 $263,000
Q2 2022 Jul 21, 2022	SELL	$37.24 - $43.02 $176,368 - $203,742	-4,736 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$39.46 - $43.04 $186,882 - $203,837	4,736 New	4,736 $204,000
Q2 2020 Aug 13, 2020	SELL	$26.27 - $33.19 $15 Million - $18.9 Million	-569,977 Closed	0 $0
Q1 2020 Apr 23, 2020	SELL	$23.88 - $36.88 $345,877 - $534,169	-14,484 Reduced 2.48%	569,977 $16.5 Million
Q4 2019 Jan 21, 2020	BUY	$33.78 - $36.07 $1.79 Million - $1.91 Million	52,965 Added 9.97%	584,461 $21.4 Million
Q3 2019 Nov 05, 2019	BUY	$32.88 - $35.03 $783,333 - $834,554	23,824 Added 4.69%	531,496 $18.8 Million
Q2 2019 Aug 07, 2019	BUY	$32.21 - $34.04 $520,610 - $550,188	16,163 Added 3.29%	507,672 $17.3 Million
Q1 2019 Apr 16, 2019	BUY	$28.59 - $32.53 $1.58 Million - $1.8 Million	55,337 Added 12.69%	491,509 $16 Million
Q4 2018 Apr 16, 2019	BUY	$27.8 - $31.88 $12.1 Million - $13.9 Million	436,172 New	436,172 $12.7 Million

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$989 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$812 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$331 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$323 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$212 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

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