Perissos Private Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 12,522 shares of FVD stock, worth $562,112. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,522
Previous 13,707 8.65%
Holding current value
$562,112
Previous $598 Million 6.65%
% of portfolio
0.51%
Previous 0.45%

Shares

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

Apr 25, 2025
SELL
$42.61 - $45.51 $50,492 - $53,929
-1,185 Reduced 8.65%
12,522 $558 Million
Q4 2024

Jan 29, 2025
SELL
$43.4 - $46.7 $520 - $560
-12 Reduced 0.09%
13,707 $598 Million
Q3 2024

Nov 12, 2024
SELL
$40.45 - $45.49 $25,523 - $28,704
-631 Reduced 4.4%
13,719 $624 Million
Q2 2024

Aug 09, 2024
BUY
$39.94 - $42.43 $798 - $848
20 Added 0.14%
14,350 $585 Million
Q1 2024

May 14, 2024
BUY
$39.94 - $42.23 $572,340 - $605,155
14,330 New
14,330 $605 Million

Others Institutions Holding FVD

# of Institutions
638
Shares Held
142M
Call Options Held
0
Put Options Held
823
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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