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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,611 shares of FVD stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,611

Previous 14,507 62.76%

Holding current value

$1.09 Million

Previous $591 Million 81.63%

% of portfolio

0.08%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$40.45 - $45.49 $368,256 - $414,140	9,104 Added 62.76%	23,611 $1.07 Billion
Q2 2024 Jul 09, 2024	BUY	$39.94 - $42.43 $21,527 - $22,869	539 Added 3.86%	14,507 $591 Million
Q1 2024 Apr 15, 2024	SELL	$39.94 - $42.23 $146,499 - $154,899	-3,668 Reduced 20.8%	13,968 $590 Million
Q4 2023 Jan 16, 2024	BUY	$36.09 - $40.63 $433,116 - $487,600	12,001 Added 212.97%	17,636 $715 Million
Q3 2023 Oct 23, 2023	SELL	$37.39 - $41.11 $1.06 Million - $1.17 Million	-28,411 Reduced 83.45%	5,635 $457 Million
Q2 2023 Aug 09, 2023	BUY	$38.66 - $40.72 $1.32 Million - $1.39 Million	34,046 New	34,046 $2.41 Billion

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

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