Daymark Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 6,300 shares of FVD stock, worth $276,381. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,300

Previous 6,371 1.11%

Holding current value

$276,381

Previous $259,000 10.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$40.45 - $45.49 $2,871 - $3,229	-71 Reduced 1.11%	6,300 $286,000
Q2 2024 Aug 14, 2024	BUY	$39.94 - $42.43 $1,797 - $1,909	45 Added 0.71%	6,371 $259,000
Q1 2024 Apr 10, 2024	BUY	$39.94 - $42.23 $3,954 - $4,180	99 Added 1.59%	6,326 $267,000
Q4 2023 Jan 09, 2024	SELL	$36.09 - $40.63 $28,222 - $31,772	-782 Reduced 11.16%	6,227 $252,000
Q3 2023 Oct 10, 2023	SELL	$37.39 - $41.11 $108,468 - $119,260	-2,901 Reduced 29.27%	7,009 $262,000
Q2 2023 Jul 19, 2023	SELL	$38.66 - $40.72 $198,828 - $209,422	-5,143 Reduced 34.17%	9,910 $397,000
Q1 2023 Apr 20, 2023	SELL	$38.43 - $41.37 $290,722 - $312,964	-7,565 Reduced 33.45%	15,053 $604,000
Q4 2022 Jan 25, 2023	BUY	$35.61 - $41.46 $805,426 - $937,742	22,618 New	22,618 $0

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Daymark Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History