Holos Integrated Wealth LLC First Tr Value Line Divid Inde Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 19,879 shares of FVD stock, worth $912,644. This represents 0.54% of its overall portfolio holdings.

Number of Shares
19,879
Previous 20,969 5.2%
Holding current value
$912,644
Previous $935 Million 3.26%
% of portfolio
0.54%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.62 - $45.12 $44,275 - $49,180
-1,090 Reduced 5.2%
19,879 $904 Million
Q1 2025

Aug 08, 2025
SELL
$42.61 - $45.51 $1,107 - $1,183
-26 Reduced 0.12%
20,969 $935 Million
Q4 2024

Aug 08, 2025
BUY
$43.4 - $46.7 $911,183 - $980,466
20,995 New
20,995 $916 Million

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
Track This Portfolio

Track Holos Integrated Wealth LLC Portfolio

Follow Holos Integrated Wealth LLC 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 Holos Integrated Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holos Integrated Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email