Holos Integrated Wealth LLC First Tr Value Line Divid Inde Transaction History

Holos Integrated Wealth LLC

  • $153 Billion
  • Q1 2025

A detailed history of Holos Integrated Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 20,969 shares of FVD stock, worth $954,508. This represents 0.61% of its overall portfolio holdings.

Number of Shares
20,969
Previous 20,995 0.12%
Holding current value
$954,508
Previous $916 Million 2.05%
% of portfolio
0.61%
Previous 0.63%

Shares

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

Aug 08, 2025
SELL
$42.61 - $45.51 $1,107 - $1,183
-26 Reduced 0.12%
20,969 $935 Million
Q4 2024

Aug 08, 2025
BUY
$43.4 - $46.7 $911,183 - $980,466
20,995 New
20,995 $916 Million

Others Institutions Holding FVD

# of Institutions
631
Shares Held
140M
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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