Mowery & Schoenfeld Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 567 shares of FVD stock, worth $25,486. This represents 0.04% of its overall portfolio holdings.

Number of Shares
567
Previous 2,754 79.41%
Holding current value
$25,486
Previous $112 Million 77.01%
% of portfolio
0.04%
Previous 0.16%

Shares

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

Oct 22, 2024
SELL
$40.45 - $45.49 $88,464 - $99,486
-2,187 Reduced 79.41%
567 $25.8 Million
Q2 2024

Aug 14, 2024
BUY
$39.94 - $42.43 $109,994 - $116,852
2,754 New
2,754 $112 Million

Others Institutions Holding FVD

# of Institutions
571
Shares Held
144M
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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