Mezzasalma Advisors, LLC First Tr Value Line Divid Inde Transaction History

Mezzasalma Advisors, LLC

$297 Million
Q4 2024

A detailed history of Mezzasalma Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mezzasalma Advisors, LLC holds 14,186 shares of FVD stock, worth $635,532. This represents 0.21% of its overall portfolio holdings.

Number of Shares

14,186

Holding current value

$635,532

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$43.4 - $46.7 $615,672 - $662,486	14,186 New	14,186 $619,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$942 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$789 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$329 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$300 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$298 Million
0.07% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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Mezzasalma Advisors, LLC First Tr Value Line Divid Inde Transaction History