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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 31,942 shares of FVD stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,942
Previous 33,408 4.39%
Holding current value
$1.43 Million
Previous $1.46 Million 2.26%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 17, 2025
SELL
$42.61 - $45.51 $62,466 - $66,717
-1,466 Reduced 4.39%
31,942 $1.42 Million
Q4 2024

Jan 27, 2025
SELL
$43.4 - $46.7 $4.08 Million - $4.39 Million
-94,017 Reduced 73.78%
33,408 $1.46 Million
Q3 2024

Nov 12, 2024
BUY
$40.45 - $45.49 $5.15 Million - $5.8 Million
127,425 New
127,425 $5.8 Million
Q4 2022

Feb 14, 2023
BUY
$35.61 - $41.46 $36,500 - $42,496
1,025 Added 15.46%
7,656 $305,000
Q3 2022

Nov 14, 2022
BUY
$35.79 - $42.23 $237,323 - $280,027
6,631 New
6,631 $237,000

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
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