Fonville Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Fonville Wealth Management LLC

  • $489 Billion
  • Q4 2025

A detailed history of Fonville Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fonville Wealth Management LLC holds 26,123 shares of FVD stock, worth $1.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
26,123
Previous 29,135 10.34%
Holding current value
$1.2 Million
Previous $1.35 Billion 10.65%
% of portfolio
0.25%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
SELL
$45.0 - $46.25 $135,540 - $139,305
-3,012 Reduced 10.34%
26,123 $1.2 Billion
Q3 2025

Oct 27, 2025
BUY
$44.73 - $46.86 $57,075 - $59,793
1,276 Added 4.58%
29,135 $1.35 Billion
Q2 2025

Aug 07, 2025
BUY
$40.62 - $45.12 $446 - $496
11 Added 0.04%
27,859 $1.25 Billion
Q1 2025

Apr 30, 2025
BUY
$42.61 - $45.51 $59,440 - $63,486
1,395 Added 5.27%
27,848 $1.24 Billion
Q4 2024

Jan 28, 2025
BUY
$43.4 - $46.7 $52,166 - $56,133
1,202 Added 4.76%
26,453 $1.15 Billion
Q3 2024

Oct 28, 2024
SELL
$40.45 - $45.49 $16,058 - $18,059
-397 Reduced 1.55%
25,251 $1.15 Billion
Q2 2024

Jul 30, 2024
SELL
$39.94 - $42.43 $26,440 - $28,088
-662 Reduced 2.52%
25,648 $1.05 Billion
Q1 2024

Apr 26, 2024
BUY
$39.94 - $42.23 $116,824 - $123,522
2,925 Added 12.51%
26,310 $1.11 Billion
Q4 2023

Jan 31, 2024
BUY
$36.09 - $40.63 $843,964 - $950,132
23,385 New
23,385 $949 Million

Others Institutions Holding FVD

# of Institutions
655
Shares Held
137M
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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