Omni 360 Wealth, Inc. First Tr Value Line Divid Inde Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

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 18,095 shares of FVD stock, worth $830,922. This represents 0.4% of its overall portfolio holdings.

Number of Shares

18,095

Previous 18,143 0.26%

Holding current value

$830,922

Previous $809 Million 0.02%

% of portfolio

0.4%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$40.62 - $45.12 $1,949 - $2,165	-48 Reduced 0.26%	18,095 $809 Million
Q1 2025 Apr 30, 2025	SELL	$42.61 - $45.51 $347,953 - $371,634	-8,166 Reduced 31.04%	18,143 $809 Million
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $38,148 - $41,049	-879 Reduced 3.23%	26,309 $1.15 Billion
Q3 2024 Oct 24, 2024	SELL	$40.45 - $45.49 $135,103 - $151,936	-3,340 Reduced 10.94%	27,188 $1.24 Billion
Q2 2024 Jul 19, 2024	BUY	$39.94 - $42.43 $27,039 - $28,725	677 Added 2.27%	30,528 $1.24 Billion
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

# of Institutions

631

Shares Held

141M

Call Options Held

Put Options Held

823

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

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.

Account

Omni 360 Wealth, Inc. First Tr Value Line Divid Inde Transaction History