Crestwood Advisors Group LLC First Tr Value Line Divid Inde Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,435 shares of FVD stock, worth $193,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,435
Previous 5,066 12.46%
Holding current value
$193,809
Previous $206,000 2.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$40.45 - $45.49 $25,523 - $28,704
-631 Reduced 12.46%
4,435 $201,000
Q2 2024

Aug 01, 2024
BUY
$39.94 - $42.43 $202,336 - $214,950
5,066 New
5,066 $206,000

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group 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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email