Catalyst Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Catalyst Wealth Management, LLC

  • $107 Billion
  • Q1 2023

A detailed history of Catalyst Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 63,850 shares of FVD stock, worth $2.91 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
63,850
Previous 81,930 22.07%
Holding current value
$2.91 Million
Previous $3.27 Billion 21.58%
% of portfolio
2.4%
Previous 3.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 11, 2023
SELL
$38.43 - $41.37 $694,814 - $747,969
-18,080 Reduced 22.07%
63,850 $2.56 Billion
Q4 2022

Jan 26, 2023
BUY
$35.61 - $41.46 $2.92 Million - $3.4 Million
81,930 New
81,930 $3.27 Billion

Others Institutions Holding FVD

# of Institutions
636
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 Catalyst Wealth Management, LLC Portfolio

Follow Catalyst Wealth Management, 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 Catalyst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email