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

Perissos Private Wealth Management, LLC

$126 Billion
Q2 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 13,046 shares of FVD stock, worth $590,853. This represents 0.46% of its overall portfolio holdings.

Number of Shares

13,046

Previous 12,522 4.18%

Holding current value

$590,853

Previous $558 Million 4.44%

% of portfolio

0.46%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$40.62 - $45.12 $21,284 - $23,642	524 Added 4.18%	13,046 $583 Million
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

633

Shares Held

140M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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