Shares

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

May 14, 2024

BUY
$39.94 - $42.23 $361,976 - $382,730
9,063 New
9,063 $383,000
Q4 2022

Feb 14, 2023

SELL
$35.61 - $41.46 $7,335 - $8,540
-206 Reduced 3.25%
6,139 $245,000
Q3 2022

Nov 14, 2022

SELL
$35.79 - $42.23 $5,368 - $6,334
-150 Reduced 2.31%
6,345 $227,000
Q2 2022

Aug 12, 2022

BUY
$37.24 - $43.02 $241,873 - $279,414
6,495 New
6,495 $252,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Creative One Wealth, LLC Portfolio

Follow Creative One 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.