Balboa Wealth Partners First Tr Value Line Divid Inde Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Balboa Wealth Partners holds 7,938 shares of FVD stock, worth $364,433. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,938
Previous 7,926 0.15%
Holding current value
$364,433
Previous $354,000 3.67%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 06, 2025
BUY
$44.73 - $46.86 $536 - $562
12 Added 0.15%
7,938 $367,000
Q2 2025

Jul 29, 2025
SELL
$40.62 - $45.12 $1,218 - $1,353
-30 Reduced 0.38%
7,926 $354,000
Q1 2025

Apr 23, 2025
BUY
$42.61 - $45.51 $5,709 - $6,098
134 Added 1.71%
7,956 $354,000
Q4 2024

Feb 10, 2025
BUY
$43.4 - $46.7 $339,474 - $365,287
7,822 New
7,822 $341,000

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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