Core Wealth Partners LLC First Tr Value Line Divid Inde Transaction History

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,791 shares of FVD stock, worth $305,187. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,791
Previous 7,168 5.26%
Holding current value
$305,187
Previous $303 Million 8.58%
% of portfolio
0.19%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$39.94 - $42.43 $15,057 - $15,996
-377 Reduced 5.26%
6,791 $277 Million
Q1 2024

Apr 19, 2024
BUY
$39.94 - $42.23 $42,975 - $45,439
1,076 Added 17.66%
7,168 $303 Million
Q4 2023

Feb 07, 2024
BUY
$36.09 - $40.63 $219,860 - $247,517
6,092 New
6,092 $247 Million
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $200,258 - $210,929
5,180 New
5,180 $208 Million

Others Institutions Holding FVD

# of Institutions
557
Shares Held
142M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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