Private Client Services, LLC First Tr Value Line Divid Inde Transaction History

Private Client Services, LLC

  • $257 Billion
  • Q2 2025

A detailed history of Private Client Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Private Client Services, LLC holds 11,728 shares of FVD stock, worth $533,858. This represents 0.2% of its overall portfolio holdings.

Number of Shares
11,728
Previous 12,054 2.7%
Holding current value
$533,858
Previous $537 Million 2.46%
% of portfolio
0.2%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$40.62 - $45.12 $13,242 - $14,709
-326 Reduced 2.7%
11,728 $524 Million
Q1 2025

Apr 08, 2025
SELL
$42.61 - $45.51 $4,601 - $4,915
-108 Reduced 0.89%
12,054 $537 Million
Q4 2024

Jan 08, 2025
BUY
$43.4 - $46.7 $9,938 - $10,694
229 Added 1.92%
12,162 $531 Million
Q3 2024

Oct 03, 2024
BUY
$40.45 - $45.49 $211,877 - $238,276
5,238 Added 78.24%
11,933 $543 Million
Q2 2024

Jul 29, 2024
BUY
$39.94 - $42.43 $64,143 - $68,142
1,606 Added 31.56%
6,695 $273 Million
Q1 2024

May 10, 2024
BUY
$39.94 - $42.23 $203,254 - $214,908
5,089 New
5,089 $215 Million

Others Institutions Holding FVD

# of Institutions
631
Shares Held
140M
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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