Kovitz Investment Group Partners, LLC First Tr Value Line Divid Inde Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 16,813 shares of FVD stock, worth $761,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,813
Previous 16,813 -0.0%
Holding current value
$761,460
Previous $749,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$42.61 - $45.51 $71,840 - $76,729
1,686 Added 11.15%
16,813 $749,000
Q4 2024

Feb 14, 2025
SELL
$43.4 - $46.7 $15,407 - $16,578
-355 Reduced 2.29%
15,127 $660,000
Q3 2024

Nov 14, 2024
BUY
$40.45 - $45.49 $626,246 - $704,276
15,482 New
15,482 $704,000

Others Institutions Holding FVD

# of Institutions
638
Shares Held
142M
Call Options Held
0
Put Options Held
823
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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