Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 161,433 shares of FVD stock, worth $7.14 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
161,433
Previous 323,474 50.09%
Holding current value
$7.14 Million
Previous $14.7 Billion 52.12%
% of portfolio
4.39%
Previous 9.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 25, 2025
SELL
$43.4 - $46.7 $7.03 Million - $7.57 Million
-162,041 Reduced 50.09%
161,433 $7.04 Billion
Q3 2024

Mar 25, 2025
BUY
$40.45 - $45.49 $231,899 - $260,794
5,733 Added 1.8%
323,474 $14.7 Billion
Q2 2024

Mar 25, 2025
SELL
$39.94 - $42.43 $50,164 - $53,292
-1,256 Reduced 0.39%
317,741 $12.9 Billion
Q1 2024

Mar 25, 2025
BUY
$39.94 - $42.23 $57,034 - $60,304
1,428 Added 0.45%
318,997 $13.5 Billion
Q4 2023

Mar 25, 2025
BUY
$36.09 - $40.63 $11.5 Million - $12.9 Million
317,569 New
317,569 $12.9 Billion

Others Institutions Holding FVD

# of Institutions
637
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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