Pensionmark Financial Group, LLC First Tr Value Line Divid Inde Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

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 75,770 shares of FVD stock, worth $3.37 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
75,770
Previous 182,532 58.49%
Holding current value
$3.37 Million
Previous $7.97 Million 57.59%
% of portfolio
0.09%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$42.61 - $45.51 $4.55 Million - $4.86 Million
-106,762 Reduced 58.49%
75,770 $3.38 Million
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

# of Institutions
636
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
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