Creative One Wealth, LLC First Tr Value Line Divid Inde Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Creative One Wealth, LLC holds 18,189 shares of FVD stock, worth $835,056. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,189

Previous 18,144 0.25%

Holding current value

$835,056

Previous $811,000 3.7%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$44.73 - $46.86 $2,012 - $2,108	45 Added 0.25%	18,189 $841,000
Q2 2025 Aug 12, 2025	BUY	$40.62 - $45.12 $104,840 - $116,454	2,581 Added 16.58%	18,144 $811,000
Q1 2025 May 14, 2025	BUY	$42.61 - $45.51 $196,858 - $210,256	4,620 Added 42.22%	15,563 $693,000
Q4 2024 Feb 13, 2025	SELL	$43.4 - $46.7 $11,718 - $12,609	-270 Reduced 2.41%	10,943 $477,000
Q3 2024 Nov 13, 2024	BUY	$40.45 - $45.49 $453,565 - $510,079	11,213 New	11,213 $510,000

Q1 2024 May 14, 2024	BUY	$39.94 - $42.23 $361,976 - $382,730	9,063 New	9,063 $383,000
Q4 2022 Feb 14, 2023	SELL	$35.61 - $41.46 $7,335 - $8,540	-206 Reduced 3.25%	6,139 $245,000
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $5,368 - $6,334	-150 Reduced 2.31%	6,345 $227,000
Q2 2022 Aug 12, 2022	BUY	$37.24 - $43.02 $241,873 - $279,414	6,495 New	6,495 $252,000

Others Institutions Holding FVD

# of Institutions

656

Shares Held

138M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC First Tr Value Line Divid Inde Transaction History