Envestnet Portfolio Solutions, Inc. First Tr Value Line Divid Inde Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 295,671 shares of FVD stock, worth $13.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
295,671
Previous 258,482 14.39%
Holding current value
$13.1 Million
Previous $10.5 Million 27.69%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$40.45 - $45.49 $1.5 Million - $1.69 Million
37,189 Added 14.39%
295,671 $13.5 Million
Q2 2024

Jul 16, 2024
BUY
$39.94 - $42.43 $303,424 - $322,340
7,597 Added 3.03%
258,482 $10.5 Million
Q1 2024

May 06, 2024
SELL
$39.94 - $42.23 $485,470 - $513,305
-12,155 Reduced 4.62%
250,885 $10.6 Million
Q4 2023

Feb 07, 2024
SELL
$36.09 - $40.63 $3.95 Million - $4.45 Million
-109,436 Reduced 29.38%
263,040 $10.7 Million
Q3 2023

Nov 13, 2023
BUY
$37.39 - $41.11 $13.9 Million - $15.3 Million
372,476 New
372,476 $13.9 Million

Others Institutions Holding FVD

# of Institutions
587
Shares Held
135M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email