Crestwood Advisors Group LLC First Tr Value Line Divid Inde Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,434 shares of FVD stock, worth $203,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,434
Holding current value
$203,564
% of portfolio
0.0%

Shares

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

Nov 07, 2025
BUY
$44.73 - $46.86 $198,332 - $207,777
4,434 New
4,434 $205,000
Q3 2024

Oct 30, 2024
SELL
$40.45 - $45.49 $25,523 - $28,704
-631 Reduced 12.46%
4,435 $201,000
Q2 2024

Aug 01, 2024
BUY
$39.94 - $42.43 $202,336 - $214,950
5,066 New
5,066 $206,000

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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