Trademark Financial Management, LLC First Tr Value Line Divid Inde Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trademark Financial Management, LLC holds 14,199 shares of FVD stock, worth $636,115. This represents 0.49% of its overall portfolio holdings.

Number of Shares
14,199
Previous 14,858 4.44%
Holding current value
$636,115
Previous $676 Million 8.32%
% of portfolio
0.49%
Previous 0.54%

Shares

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

Jan 30, 2025
SELL
$43.4 - $46.7 $28,600 - $30,775
-659 Reduced 4.44%
14,199 $620 Million
Q3 2024

Oct 31, 2024
SELL
$40.45 - $45.49 $23,946 - $26,930
-592 Reduced 3.83%
14,858 $676 Million
Q2 2024

Jul 30, 2024
SELL
$39.94 - $42.43 $69,815 - $74,167
-1,748 Reduced 10.16%
15,450 $630 Million
Q1 2024

May 07, 2024
SELL
$39.94 - $42.23 $136,874 - $144,722
-3,427 Reduced 16.62%
17,198 $726 Million
Q4 2023

Feb 13, 2024
BUY
$36.09 - $40.63 $744,356 - $837,993
20,625 New
20,625 $837 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 Trademark Financial Management, LLC Portfolio

Follow Trademark Financial Management, 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 Trademark Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trademark Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email