Ritholtz Wealth Management First Tr Value Line Divid Inde Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ritholtz Wealth Management holds 7,512 shares of FVD stock, worth $337,213. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,512
Previous 7,643 1.71%
Holding current value
$337,213
Previous $333,000 0.3%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$42.61 - $45.51 $5,581 - $5,961
-131 Reduced 1.71%
7,512 $334,000
Q4 2024

Jan 14, 2025
SELL
$43.4 - $46.7 $177,375 - $190,862
-4,087 Reduced 34.84%
7,643 $333,000
Q3 2024

Oct 10, 2024
BUY
$40.45 - $45.49 $186,798 - $210,072
4,618 Added 64.93%
11,730 $533,000
Q2 2024

Jul 31, 2024
SELL
$39.94 - $42.43 $43,934 - $46,673
-1,100 Reduced 13.4%
7,112 $289,000
Q1 2024

Apr 24, 2024
BUY
$39.94 - $42.23 $47,209 - $49,915
1,182 Added 16.81%
8,212 $346,000
Q4 2023

Jan 18, 2024
SELL
$36.09 - $40.63 $36,559 - $41,158
-1,013 Reduced 12.59%
7,030 $285,000
Q3 2023

Oct 13, 2023
BUY
$37.39 - $41.11 $28,565 - $31,408
764 Added 10.5%
8,043 $300,000
Q2 2023

Jul 14, 2023
BUY
$38.66 - $40.72 $270 - $285
7 Added 0.1%
7,279 $291,000
Q1 2023

Apr 19, 2023
SELL
$38.43 - $41.37 $14,795 - $15,927
-385 Reduced 5.03%
7,272 $292,000
Q4 2022

Jan 18, 2023
BUY
$35.61 - $41.46 $9,507 - $11,069
267 Added 3.61%
7,657 $0
Q3 2022

Oct 18, 2022
BUY
$35.79 - $42.23 $322 - $380
9 Added 0.12%
7,390 $264,000
Q2 2022

Jul 15, 2022
SELL
$37.24 - $43.02 $707 - $817
-19 Reduced 0.26%
7,381 $286,000
Q1 2022

Apr 14, 2022
SELL
$39.95 - $43.09 $16,179 - $17,451
-405 Reduced 5.19%
7,400 $313,000
Q4 2021

Jan 18, 2022
BUY
$39.46 - $43.04 $9,943 - $10,846
252 Added 3.34%
7,805 $336,000
Q3 2021

Oct 14, 2021
SELL
$39.2 - $41.72 $1.19 Million - $1.26 Million
-30,259 Reduced 80.02%
7,553 $296,000
Q2 2021

Jul 20, 2021
BUY
$38.16 - $40.72 $1.44 Million - $1.54 Million
37,812 New
37,812 $1.5 Million

Others Institutions Holding FVD

# of Institutions
638
Shares Held
142M
Call Options Held
0
Put Options Held
823
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 Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management 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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email