Congress Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,140 shares of FVD stock, worth $557,347. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,140
Previous 9,815 23.69%
Holding current value
$557,347
Previous $437,000 24.03%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$40.62 - $45.12 $94,441 - $104,904
2,325 Added 23.69%
12,140 $542,000
Q1 2025

May 14, 2025
BUY
$42.61 - $45.51 $418,217 - $446,680
9,815 New
9,815 $437,000

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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