Monterey Private Wealth, Inc. First Tr Value Line Divid Inde Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,641 shares of FVD stock, worth $213,068. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,641
Previous 4,634 0.15%
Holding current value
$213,068
Previous $202,000 1.98%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 14, 2025
BUY
$42.61 - $45.51 $298 - $318
7 Added 0.15%
4,641 $206,000
Q4 2024

Jan 16, 2025
BUY
$43.4 - $46.7 $390 - $420
9 Added 0.19%
4,634 $202,000
Q3 2024

Oct 03, 2024
BUY
$40.45 - $45.49 $187,081 - $210,391
4,625 New
4,625 $210,000
Q1 2023

Apr 06, 2023
BUY
$38.43 - $41.37 $191,957 - $206,643
4,995 New
4,995 $200,000

Others Institutions Holding FVD

# of Institutions
657
Shares Held
138M
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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