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

Daymark Wealth Partners, LLC

  • $2.43 Billion
  • Q1 2024

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 6,326 shares of FVD stock, worth $257,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,326
Previous 6,227 1.59%
Holding current value
$257,784
Previous $252,000 5.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 10, 2024
BUY
$39.94 - $42.23 $3,954 - $4,180
99 Added 1.59%
6,326 $267,000
Q4 2023

Jan 09, 2024
SELL
$36.09 - $40.63 $28,222 - $31,772
-782 Reduced 11.16%
6,227 $252,000
Q3 2023

Oct 10, 2023
SELL
$37.39 - $41.11 $108,468 - $119,260
-2,901 Reduced 29.27%
7,009 $262,000
Q2 2023

Jul 19, 2023
SELL
$38.66 - $40.72 $198,828 - $209,422
-5,143 Reduced 34.17%
9,910 $397,000
Q1 2023

Apr 20, 2023
SELL
$38.43 - $41.37 $290,722 - $312,964
-7,565 Reduced 33.45%
15,053 $604,000
Q4 2022

Jan 25, 2023
BUY
$38.06 - $41.46 $860,841 - $937,742
22,618 New
22,618 $0

Others Institutions Holding FVD

# of Institutions
561
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
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email