Wr Wealth Planners, LLC First Tr Value Line Divid Inde Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$39.94 - $42.23 $3,994 - $4,223	100 New	100 $4,000
Q2 2023 Aug 01, 2024	BUY	$38.66 - $40.72 $2,783 - $2,931	72 Added 72.0%	172 $6.9 Million

Others Institutions Holding FVD

# of Institutions

570

Shares Held

143M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.03 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$848 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$330 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$317 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$236 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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