National Wealth Management Group, LLC First Tr Value Line Divid Inde Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Nov 17, 2023	BUY	$37.24 - $43.02 $193,275 - $223,273	5,190 New	5,190 $201 Million

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

$995 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$816 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$332 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$324 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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.