Core Wealth Partners LLC First Tr Value Line Divid Inde Transaction History

Core Wealth Partners LLC

  • $132 Billion
  • Q1 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Core Wealth Partners LLC holds 7,168 shares of FVD stock, worth $290,805. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,168
Previous 6,092 17.66%
Holding current value
$290,805
Previous $247 Million 22.5%
% of portfolio
0.23%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$39.94 - $42.23 $42,975 - $45,439
1,076 Added 17.66%
7,168 $303 Million
Q4 2023

Feb 07, 2024
BUY
$36.09 - $40.63 $219,860 - $247,517
6,092 New
6,092 $247 Million
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $200,258 - $210,929
5,180 New
5,180 $208 Million

Others Institutions Holding FVD

# of Institutions
560
Shares Held
155M
Call Options Held
5.2K
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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