Wolff Wiese Magana LLC First Tr Value Line Divid Inde Transaction History

Wolff Wiese Magana LLC

$141 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$34.56 - $38.32 $52,116 - $57,786	-1,508 Reduced 81.08%	352 $13,000
Q4 2020 Jan 27, 2021	BUY	$31.33 - $35.27 $58,273 - $65,602	1,860 New	1,860 $65,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$996 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$818 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$333 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$325 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$213 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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