Fundamentun, LLC First Tr Value Line Divid Inde Transaction History

Fundamentun, LLC

$1.57 Billion
Q4 2024

A detailed history of Fundamentun, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fundamentun, LLC holds 5,555 shares of FVD stock, worth $250,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,555

Holding current value

$250,086

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$43.4 - $46.7 $241,087 - $259,418	5,555 New	5,555 $242,000

Others Institutions Holding FVD

# of Institutions

631

Shares Held

145M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$947 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$793 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$331 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$302 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$300 Million
0.07% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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