A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 63,850 shares of FVD stock, worth $2.8 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
63,850
Previous 81,930 22.07%
Holding current value
$2.8 Million
Previous $3.27 Billion 21.58%
% of portfolio
2.4%
Previous 3.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023

SELL
$38.43 - $41.37 $694,814 - $747,969
-18,080 Reduced 22.07%
63,850 $2.56 Billion
Q4 2022

Jan 26, 2023

BUY
$35.61 - $41.46 $2.92 Million - $3.4 Million
81,930 New
81,930 $3.27 Billion

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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