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 $203,743. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,435
Previous 5,066 12.46%
Holding current value
$203,743
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

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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