Caliber Wealth Management, LLC / Ks First Tr Value Line Divid Inde Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 100,492 shares of FVD stock, worth $4.61 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
100,492
Previous 148,785 32.46%
Holding current value
$4.61 Million
Previous $6.65 Billion 30.13%
% of portfolio
0.52%
Previous 0.71%

Shares

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

Nov 05, 2025
SELL
$44.73 - $46.86 $2.16 Million - $2.26 Million
-48,293 Reduced 32.46%
100,492 $4.65 Billion
Q2 2025

Jul 30, 2025
SELL
$40.62 - $45.12 $324,188 - $360,102
-7,981 Reduced 5.09%
148,785 $6.65 Billion
Q1 2025

May 06, 2025
BUY
$42.61 - $45.51 $6.68 Million - $7.13 Million
156,766 New
156,766 $6.99 Billion

Others Institutions Holding FVD

# of Institutions
658
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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