Proactive Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 104,457 shares of FVD stock, worth $4.79 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
104,457
Previous 106,027 1.48%
Holding current value
$4.79 Million
Previous $4.73 Million 1.25%
% of portfolio
2.2%
Previous 2.52%

Shares

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

Aug 13, 2025
SELL
$40.62 - $45.12 $63,773 - $70,838
-1,570 Reduced 1.48%
104,457 $4.67 Million
Q1 2025

Apr 23, 2025
SELL
$42.61 - $45.51 $1.3 Million - $1.39 Million
-30,444 Reduced 22.31%
106,027 $4.73 Million
Q4 2024

Jan 31, 2025
SELL
$43.4 - $46.7 $1.4 Million - $1.51 Million
-32,331 Reduced 19.15%
136,471 $5.96 Million
Q3 2024

Nov 04, 2024
BUY
$40.45 - $45.49 $6.83 Million - $7.68 Million
168,802 New
168,802 $7.68 Million

Others Institutions Holding FVD

# of Institutions
647
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
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email