Simplicity Wealth,Llc First Tr Value Line Divid Inde Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Simplicity Wealth,Llc holds 78,772 shares of FVD stock, worth $3.49 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
78,772
Previous 74,902 5.17%
Holding current value
$3.49 Million
Previous $3.41 Million 0.88%
% of portfolio
0.75%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$43.4 - $46.7 $167,958 - $180,729
3,870 Added 5.17%
78,772 $3.44 Million
Q3 2024

Oct 09, 2024
SELL
$40.45 - $45.49 $700,513 - $787,795
-17,318 Reduced 18.78%
74,902 $3.41 Million
Q2 2024

Jul 10, 2024
SELL
$39.94 - $42.43 $57,353 - $60,929
-1,436 Reduced 1.53%
92,220 $3.76 Million
Q1 2024

Apr 24, 2024
BUY
$39.94 - $42.23 $3.74 Million - $3.96 Million
93,656 New
93,656 $3.96 Million

Others Institutions Holding FVD

# of Institutions
636
Shares Held
145M
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email