Dogwood Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 431 shares of FVD stock, worth $19,308. This represents 0.01% of its overall portfolio holdings.

Number of Shares
431
Previous 541 20.33%
Holding current value
$19,308
Previous $22.9 Million 14.23%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 28, 2025
SELL
$40.45 - $45.49 $4,449 - $5,003
-110 Reduced 20.33%
431 $19.6 Million
Q1 2024

Feb 28, 2025
SELL
$39.94 - $42.23 $6,749 - $7,136
-169 Reduced 23.8%
541 $22.9 Million
Q4 2023

Feb 28, 2025
BUY
$36.09 - $40.63 $25,623 - $28,847
710 New
710 $28.8 Million

Others Institutions Holding FVD

# of Institutions
633
Shares Held
145M
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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