Proactive Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Proactive Wealth Strategies LLC

  • $192 Million
  • Q4 2024

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 136,471 shares of FVD stock, worth $6.13 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
136,471
Previous 168,802 19.15%
Holding current value
$6.13 Million
Previous $7.68 Million 22.44%
% of portfolio
3.1%
Previous 4.26%

Shares

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

Jan 31, 2025
SELL
$43.4 - $46.7 $1.4 Million - $1.51 Million
-32,331 Reduced 19.15%
136,471 $5.96 Million
Q3 2024

Nov 04, 2024
BUY
$40.45 - $45.49 $6.83 Million - $7.68 Million
168,802 New
168,802 $7.68 Million

Others Institutions Holding FVD

# of Institutions
629
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
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