Pathstone Holdings, LLC First Tr Value Line Divid Inde Transaction History

Pathstone Holdings, LLC

  • $25.3 Billion
  • Q2 2025

A detailed history of Pathstone Holdings, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pathstone Holdings, LLC holds 14,271 shares of FVD stock, worth $654,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,271
Previous 14,190 0.57%
Holding current value
$654,753
Previous $632,000 0.79%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$40.62 - $45.12 $3,290 - $3,654
81 Added 0.57%
14,271 $637,000
Q1 2025

May 15, 2025
SELL
$42.61 - $45.51 $39,030 - $41,687
-916 Reduced 6.06%
14,190 $632,000
Q4 2024

Feb 14, 2025
BUY
$43.4 - $46.7 $3,819 - $4,109
88 Added 0.59%
15,106 $659,000
Q3 2024

Nov 07, 2024
BUY
$40.45 - $45.49 $6,674 - $7,505
165 Added 1.11%
15,018 $683,000
Q1 2024

May 13, 2024
BUY
$39.94 - $42.23 $2,436 - $2,576
61 Added 0.41%
14,853 $627,000
Q4 2023

Feb 14, 2024
BUY
$36.09 - $40.63 $533,843 - $600,998
14,792 New
14,792 $599,000

Others Institutions Holding FVD

# of Institutions
648
Shares Held
141M
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
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC 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 Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email