Woodley Farra Manion Portfolio Management Inc First Tr Value Line Divid Inde Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.8 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$29.87 - $32.88 $28,884 - $31,794	-967 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.78 - $36.07 $32,665 - $34,879	967 New	967 $35,000

Others Institutions Holding FVD

# of Institutions

561

Shares Held

155M

Call Options Held

5.2K

Put Options Held

Morgan Stanley New York, NY

24.2M
Shares

$981 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

20M
Shares

$811 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

7.77M
Shares

$315 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

7.54M
Shares

$306 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.91M
Shares

$240 Million
0.07% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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