A detailed history of Omni 360 Wealth, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 29,851 shares of FVD stock, worth $1.21 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
29,851
Previous 30,720 2.83%
Holding current value
$1.21 Million
Previous $1.25 Billion 1.17%
% of portfolio
1.02%
Previous 1.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$39.94 - $42.23 $34,707 - $36,697
-869 Reduced 2.83%
29,851 $1.26 Billion
Q4 2023

Feb 08, 2024

BUY
$36.09 - $40.63 $1.11 Million - $1.25 Million
30,720 New
30,720 $1.25 Billion

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.