Winnow Wealth LLC First Tr Value Line Divid Inde Transaction History

Winnow Wealth LLC

$134 Billion
Q2 2025

A detailed history of Winnow Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Winnow Wealth LLC holds 1,016 shares of FVD stock, worth $46,969. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,016

Holding current value

$46,969

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$40.62 - $45.12 $41,269 - $45,841	1,016 New	1,016 $45.4 Million

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

19.9M
Shares

$920 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$818 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$300 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$282 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$276 Million
0.1% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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