Peak Financial Management, Inc. First Tr Value Line Divid Inde Transaction History

Peak Financial Management, Inc.

  • $330 Million
  • Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Peak Financial Management, Inc. holds 5,800 shares of FVD stock, worth $249,052. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,800
Previous 5,800 -0.0%
Holding current value
$249,052
Previous $263,000 3.8%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 26, 2023
SELL
$38.66 - $40.72 $38,660 - $40,720
-1,000 Reduced 14.71%
5,800 $232,000
Q4 2022

Jan 27, 2023
BUY
$35.61 - $41.46 $35,610 - $41,460
1,000 Added 17.24%
6,800 $271,000
Q1 2022

Apr 20, 2022
BUY
$39.95 - $43.09 $231,710 - $249,922
5,800 New
5,800 $245,000

Others Institutions Holding FVD

# of Institutions
634
Shares Held
146M
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 Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, 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 Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email