Pathstone Holdings, LLC First Tr Value Line Divid Inde Transaction History

Pathstone Holdings, LLC

  • $25.6 Billion
  • Q3 2025

A detailed history of Pathstone Holdings, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pathstone Holdings, LLC holds 15,350 shares of FVD stock, worth $704,718. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,350
Previous 14,271 7.56%
Holding current value
$704,718
Previous $637,000 11.3%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$44.73 - $46.86 $48,263 - $50,561
1,079 Added 7.56%
15,350 $709,000
Q2 2025

Aug 12, 2025
BUY
$40.62 - $45.12 $3,290 - $3,654
81 Added 0.57%
14,271 $637,000
Q1 2025

May 15, 2025
SELL
$42.61 - $45.51 $39,030 - $41,687
-916 Reduced 6.06%
14,190 $632,000
Q4 2024

Feb 14, 2025
BUY
$43.4 - $46.7 $3,819 - $4,109
88 Added 0.59%
15,106 $659,000
Q3 2024

Nov 07, 2024
BUY
$40.45 - $45.49 $6,674 - $7,505
165 Added 1.11%
15,018 $683,000
Q1 2024

May 13, 2024
BUY
$39.94 - $42.23 $2,436 - $2,576
61 Added 0.41%
14,853 $627,000
Q4 2023

Feb 14, 2024
BUY
$36.09 - $40.63 $533,843 - $600,998
14,792 New
14,792 $599,000

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
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
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