Proactive Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 106,027 shares of FVD stock, worth $4.58 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
106,027
Previous 136,471 22.31%
Holding current value
$4.58 Million
Previous $5.96 Million 20.62%
% of portfolio
2.52%
Previous 3.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$42.61 - $45.51 $1.3 Million - $1.39 Million
-30,444 Reduced 22.31%
106,027 $4.73 Million
Q4 2024

Jan 31, 2025
SELL
$43.4 - $46.7 $1.4 Million - $1.51 Million
-32,331 Reduced 19.15%
136,471 $5.96 Million
Q3 2024

Nov 04, 2024
BUY
$40.45 - $45.49 $6.83 Million - $7.68 Million
168,802 New
168,802 $7.68 Million

Others Institutions Holding FVD

# of Institutions
624
Shares Held
146M
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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