A detailed history of Ci Private Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ci Private Wealth, LLC holds 6,611 shares of FVD stock, worth $293,925. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,611
Holding current value
$293,925
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
$43.4 - $46.7 $286,917 - $308,733
6,611 New
6,611 $288,000
Q4 2022

Feb 15, 2023

BUY
$35.61 - $41.46 $231,037 - $268,992
6,488 New
6,488 $258,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.