Cyndeo Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,968 shares of FVD stock, worth $276,318. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,968
Previous 5,905 1.07%
Holding current value
$276,318
Previous $263,000 1.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2025
BUY
$40.62 - $45.12 $2,559 - $2,842
63 Added 1.07%
5,968 $266,000
Q1 2025

Apr 17, 2025
BUY
$42.61 - $45.51 $1,619 - $1,729
38 Added 0.65%
5,905 $263,000
Q4 2024

Jan 21, 2025
BUY
$43.4 - $46.7 $1,909 - $2,054
44 Added 0.76%
5,867 $256,000
Q3 2024

Oct 18, 2024
BUY
$40.45 - $45.49 $235,540 - $264,888
5,823 New
5,823 $264,000

Others Institutions Holding FVD

# of Institutions
630
Shares Held
140M
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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