Pallas Capital Advisors LLC First Tr Value Line Divid Inde Transaction History

Pallas Capital Advisors LLC

$2.37 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	BUY	$36.09 - $40.63 $645,974 - $727,236	17,899 New	17,899 $725,000

Others Institutions Holding FVD

# of Institutions

571

Shares Held

144M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.01 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$833 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$325 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$312 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$232 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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