Encompass Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Encompass Wealth Advisors, LLC

  • $269 Million
  • Q2 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 17,500 shares of FVD stock, worth $809,025. This represents 0.29% of its overall portfolio holdings.

Number of Shares
17,500
Previous 17,500 -0.0%
Holding current value
$809,025
Previous $780,000 0.26%
% of portfolio
0.29%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 25, 2021
BUY
$34.56 - $38.32 $604,800 - $670,600
17,500 New
17,500 $697,000
Q4 2020

Mar 09, 2021
SELL
$31.33 - $35.27 $548,275 - $617,225
-17,500 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$31.33 - $35.27 $548,275 - $617,225
17,500 New
17,500 $614,000

Others Institutions Holding FVD

# of Institutions
643
Shares Held
141M
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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