Pensionmark Financial Group, LLC First Tr Value Line Divid Inde Transaction History

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 182,532 shares of FVD stock, worth $7.85 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

182,532

Previous 147,346 23.88%

Holding current value

$7.85 Million

Previous $6.7 Million 18.85%

% of portfolio

0.23%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$43.4 - $46.7 $1.53 Million - $1.64 Million	35,186 Added 23.88%	182,532 $7.97 Million
Q3 2024 Nov 25, 2024	SELL	$40.45 - $45.49 $203,382 - $228,723	-5,028 Reduced 3.3%	147,346 $6.7 Million
Q3 2024 Nov 14, 2024	BUY	$40.45 - $45.49 $5.94 Million - $6.68 Million	146,845 Added 2655.91%	152,374 $6.93 Million
Q2 2024 Aug 14, 2024	BUY	$39.94 - $42.43 $220,828 - $234,595	5,529 New	5,529 $225,000

Others Institutions Holding FVD

# of Institutions

634

Shares Held

146M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Pensionmark Financial Group, LLC First Tr Value Line Divid Inde Transaction History