Balboa Wealth Partners First Tr Value Line Divid Inde Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Balboa Wealth Partners holds 7,956 shares of FVD stock, worth $360,327. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,956
Previous 7,822 1.71%
Holding current value
$360,327
Previous $341,000 3.81%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Apr 23, 2025
BUY
$42.61 - $45.51 $5,709 - $6,098
134 Added 1.71%
7,956 $354,000
Q4 2024

Feb 10, 2025
BUY
$43.4 - $46.7 $339,474 - $365,287
7,822 New
7,822 $341,000

Others Institutions Holding FVD

# of Institutions
638
Shares Held
142M
Call Options Held
0
Put Options Held
823
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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