Parisi Gray Wealth Management First Tr Value Line Divid Inde Transaction History

Parisi Gray Wealth Management

$301 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 11, 2018	SELL	$29.04 - $31.85 $15,739 - $17,262	-542 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$29.86 - $31.21 $16,184 - $16,915	542	542 $17,000

Others Institutions Holding FVD

# of Institutions

631

Shares Held

146M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21M
Shares

$909 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$762 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$318 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$289 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$288 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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