Cibc Private Wealth Group, LLC First Tr Value Line Divid Inde Transaction History

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 5,277 shares of FVD stock, worth $234,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,277

Previous 6,277 15.93%

Holding current value

$234,615

Previous $285,000 19.3%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$43.4 - $46.7 $43,400 - $46,700	-1,000 Reduced 15.93%	5,277 $230,000
Q2 2024 Aug 09, 2024	SELL	$39.94 - $42.43 $57,913 - $61,523	-1,450 Reduced 18.77%	6,277 $255,000
Q1 2024 May 10, 2024	BUY	$39.94 - $42.23 $308,616 - $326,311	7,727 New	7,727 $326,000
Q3 2018 Nov 14, 2018	SELL	$30.25 - $32.16 $112,348 - $119,442	-3,714 Closed	0 $0
Q2 2018 Aug 02, 2018	SELL	$29.35 - $30.57 $165,944 - $172,842	-5,654 Reduced 60.35%	3,714 $112,000
Q1 2018 May 17, 2018	BUY	$29.04 - $31.85 $256,684 - $281,522	8,839 Added 1670.89%	9,368 $280,000
Q4 2017 Feb 12, 2018	BUY	$29.86 - $31.21 $15,795 - $16,510	529	529 $16,000

Others Institutions Holding FVD

# of Institutions

622

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Cibc Private Wealth Group, LLC First Tr Value Line Divid Inde Transaction History