A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 182,532 shares of FVD stock, worth $8.31 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
182,532
Previous 147,346 23.88%
Holding current value
$8.31 Million
Previous $6.7 Million 18.85%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$43.4 - $46.7 $1.53 Million - $1.64 Million
35,186 Added 23.88%
182,532 $7.97 Million
Q3 2024

Nov 25, 2024

SELL
$40.45 - $45.49 $203,382 - $228,723
-5,028 Reduced 3.3%
147,346 $6.7 Million
Q3 2024

Nov 14, 2024

BUY
$40.45 - $45.49 $5.94 Million - $6.68 Million
146,845 Added 2655.91%
152,374 $6.93 Million
Q2 2024

Aug 14, 2024

BUY
$39.94 - $42.43 $220,828 - $234,595
5,529 New
5,529 $225,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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