Keystone Wealth Services, LLC First Tr Value Line Divid Inde Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 12,164 shares of FVD stock, worth $541,541. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,164
Previous 12,613 3.56%
Holding current value
$541,541
Previous $513,000 7.8%
% of portfolio
0.16%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$40.45 - $45.49 $18,162 - $20,425
-449 Reduced 3.56%
12,164 $553,000
Q2 2024

Jul 12, 2024
SELL
$39.94 - $42.43 $23,924 - $25,415
-599 Reduced 4.53%
12,613 $513,000
Q1 2024

Apr 12, 2024
SELL
$39.94 - $42.23 $3,874 - $4,096
-97 Reduced 0.73%
13,212 $557,000
Q4 2023

Jan 17, 2024
SELL
$36.09 - $40.63 $30,640 - $34,494
-849 Reduced 6.0%
13,309 $539,000
Q3 2023

Oct 05, 2023
SELL
$37.39 - $41.11 $13,647 - $15,005
-365 Reduced 2.51%
14,158 $529,000
Q2 2023

Jul 20, 2023
SELL
$38.66 - $40.72 $14,072 - $14,822
-364 Reduced 2.45%
14,523 $582,000
Q1 2023

Apr 07, 2023
BUY
$38.43 - $41.37 $115 - $124
3 Added 0.02%
14,887 $597,000
Q4 2022

Feb 09, 2023
BUY
$35.61 - $41.46 $106 - $124
3 Added 0.02%
14,884 $594,000
Q3 2022

Oct 31, 2022
BUY
$35.79 - $42.23 $6,442 - $7,601
180 Added 1.22%
14,881 $533,000
Q2 2022

Jul 13, 2022
SELL
$37.24 - $43.02 $9,607 - $11,099
-258 Reduced 1.72%
14,701 $571,000
Q1 2022

Apr 21, 2022
BUY
$39.95 - $43.09 $2,357 - $2,542
59 Added 0.4%
14,959 $633,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $587,954 - $641,296
14,900 New
14,900 $641,000

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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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