A detailed history of Leo Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Leo Wealth, LLC holds 10,508 shares of FVD stock, worth $482,422. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,508
Previous 10,451 0.55%
Holding current value
$482,422
Previous $467 Million 4.01%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$44.73 - $46.86 $2,549 - $2,671
57 Added 0.55%
10,508 $486 Million
Q2 2025

Jul 23, 2025

BUY
$40.62 - $45.12 $2,437 - $2,707
60 Added 0.58%
10,451 $467 Million
Q1 2025

May 02, 2025

BUY
$42.61 - $45.51 $442,760 - $472,894
10,391 New
10,391 $463 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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