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 15,018 shares of FVD stock, worth $689,926. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,018
Previous 14,853 1.11%
Holding current value
$689,926
Previous $605,000 12.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About FIRST TR VALUE LINE DIVID INDE


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