Next Level Private LLC First Tr Value Line Divid Inde Call Options Transaction History

Next Level Private LLC

$287 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVD

# of Institutions

631

Shares Held

141M

Call Options Held

0

Put Options Held

823

Morgan Stanley New York, NY

20M
Shares

$917 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$811 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

6.68M
Shares

$307 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.28M
Shares

$288 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.26M
Shares

$288 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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