Core Wealth Partners LLC First Tr Value Line Divid Inde Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,097 shares of FVD stock, worth $276,437. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,097
Previous 6,209 1.8%
Holding current value
$276,437
Previous $282 Million 5.79%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Feb 11, 2025
SELL
$43.4 - $46.7 $4,860 - $5,230
-112 Reduced 1.8%
6,097 $266 Million
Q3 2024

Nov 04, 2024
SELL
$40.45 - $45.49 $23,541 - $26,475
-582 Reduced 8.57%
6,209 $282 Million
Q2 2024

Aug 13, 2024
SELL
$39.94 - $42.43 $15,057 - $15,996
-377 Reduced 5.26%
6,791 $277 Million
Q1 2024

Apr 19, 2024
BUY
$39.94 - $42.23 $42,975 - $45,439
1,076 Added 17.66%
7,168 $303 Million
Q4 2023

Feb 07, 2024
BUY
$36.09 - $40.63 $219,860 - $247,517
6,092 New
6,092 $247 Million
Q2 2023

Aug 11, 2023
BUY
$38.66 - $40.72 $200,258 - $210,929
5,180 New
5,180 $208 Million

Others Institutions Holding FVD

# of Institutions
631
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 Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email