Holos Integrated Wealth LLC First Tr Value Line Divid Inde Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 19,624 shares of FVD stock, worth $900,937. This represents 0.51% of its overall portfolio holdings.

Number of Shares
19,624
Previous 19,882 1.3%
Holding current value
$900,937
Previous $903 Million 0.38%
% of portfolio
0.51%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$45.0 - $46.25 $11,610 - $11,932
-258 Reduced 1.3%
19,624 $906 Million
Q3 2025

Jan 05, 2026
BUY
$44.73 - $46.86 $134 - $140
3 Added 0.02%
19,882 $903 Million
Q2 2025

Aug 13, 2025
SELL
$40.62 - $45.12 $44,275 - $49,180
-1,090 Reduced 5.2%
19,879 $904 Million
Q1 2025

Aug 08, 2025
SELL
$42.61 - $45.51 $1,107 - $1,183
-26 Reduced 0.12%
20,969 $935 Million
Q4 2024

Aug 08, 2025
BUY
$43.4 - $46.7 $911,183 - $980,466
20,995 New
20,995 $916 Million

Others Institutions Holding FVD

# of Institutions
657
Shares Held
138M
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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