Claris Financial LLC First Tr Value Line Divid Inde Transaction History

Claris Financial LLC

  • $119 Million
  • Q2 2025

A detailed history of Claris Financial LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Claris Financial LLC holds 175,653 shares of FVD stock, worth $8.06 Million. This represents 6.59% of its overall portfolio holdings.

Number of Shares
175,653
Previous 245,128 28.34%
Holding current value
$8.06 Million
Previous $10.9 Million 28.17%
% of portfolio
6.59%
Previous 7.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 26, 2025
SELL
$40.62 - $45.12 $2.82 Million - $3.13 Million
-69,475 Reduced 28.34%
175,653 $7.85 Million
Q4 2024

Jun 16, 2025
BUY
$43.4 - $46.7 $10.6 Million - $11.4 Million
245,128 New
245,128 $10.7 Billion

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
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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