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 10,943 shares of FVD stock, worth $490,246. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,943
Previous 11,213 2.41%
Holding current value
$490,246
Previous $510,000 6.47%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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