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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,260 shares of FVD stock, worth $516,608. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,260
Previous 4,118 173.43%
Holding current value
$516,608
Previous $183,000 174.86%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
$40.62 - $45.12 $290,108 - $322,247
7,142 Added 173.43%
11,260 $503,000
Q1 2025

May 13, 2025
BUY
$42.61 - $45.51 $113,257 - $120,965
2,658 Added 182.05%
4,118 $183,000
Q2 2023

Aug 04, 2023
BUY
$38.66 - $40.72 $56,443 - $59,451
1,460 New
1,460 $58,000

Others Institutions Holding FVD

# of Institutions
647
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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