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

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fonville Wealth Management LLC holds 27,848 shares of FVD stock, worth $1.22 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

27,848

Previous 26,453 5.27%

Holding current value

$1.22 Million

Previous $1.15 Billion 7.41%

% of portfolio

0.37%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$42.61 - $45.51 $59,440 - $63,486	1,395 Added 5.27%	27,848 $1.24 Billion
Q4 2024 Jan 28, 2025	BUY	$43.4 - $46.7 $52,166 - $56,133	1,202 Added 4.76%	26,453 $1.15 Billion
Q3 2024 Oct 28, 2024	SELL	$40.45 - $45.49 $16,058 - $18,059	-397 Reduced 1.55%	25,251 $1.15 Billion
Q2 2024 Jul 30, 2024	SELL	$39.94 - $42.43 $26,440 - $28,088	-662 Reduced 2.52%	25,648 $1.05 Billion
Q1 2024 Apr 26, 2024	BUY	$39.94 - $42.23 $116,824 - $123,522	2,925 Added 12.51%	26,310 $1.11 Billion
Q4 2023 Jan 31, 2024	BUY	$36.09 - $40.63 $843,964 - $950,132	23,385 New	23,385 $949 Million

Others Institutions Holding FVD

# of Institutions

626

Shares Held

144M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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