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

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 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 14,507 shares of FVD stock, worth $651,944. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,507
Previous 13,968 3.86%
Holding current value
$651,944
Previous $590 Million 0.21%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
557
Shares Held
142M
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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