Williams Financial, LLC First Tr Value Line Divid Inde Transaction History

Williams Financial, LLC

$160 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$39.2 - $41.72 $274,478 - $292,123	-7,002 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$34.56 - $38.32 $241,989 - $268,316	7,002 New	7,002 $266,000

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$989 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$812 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$331 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$323 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$212 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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