Moser Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$38.16 - $40.72 $3,510 - $3,746	-92 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$34.56 - $38.32 $3,179 - $3,525	92 New	92 $3,000

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

$996 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$818 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$333 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$325 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$213 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.