Walled Lake Planning & Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$39.46 - $43.04 $33,146 - $36,153	-840 Closed	0 $0
Q4 2019 May 15, 2020	BUY	$33.78 - $36.07 $28,375 - $30,298	840 New	840 $30,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

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

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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