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

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 17,475 shares of FVD stock, worth $795,462. This represents 0.53% of its overall portfolio holdings.

Number of Shares
17,475
Previous 16,676 4.79%
Holding current value
$795,462
Previous $677 Million 17.33%
% of portfolio
0.53%
Previous 0.71%

Shares

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

Jul 08, 2025
BUY
$40.62 - $45.12 $32,455 - $36,050
799 Added 4.79%
17,475 $795 Million
Q1 2025

May 07, 2025
BUY
$42.61 - $45.51 $710,564 - $758,924
16,676 New
16,676 $677 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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