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 11,933 shares of FVD stock, worth $551,781. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,933
Previous 6,695 78.24%
Holding current value
$551,781
Previous $273 Million 98.98%
% of portfolio
0.29%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


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