Private Client Services, LLC First Tr Value Line Divid Inde Transaction History

Private Client Services, LLC

$202 Billion
Q1 2025

A detailed history of Private Client Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Private Client Services, LLC holds 12,054 shares of FVD stock, worth $520,732. This represents 0.27% of its overall portfolio holdings.

Number of Shares

12,054

Previous 12,162 0.89%

Holding current value

$520,732

Previous $531 Million 1.27%

% of portfolio

0.27%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$42.61 - $45.51 $4,601 - $4,915	-108 Reduced 0.89%	12,054 $537 Million
Q4 2024 Jan 08, 2025	BUY	$43.4 - $46.7 $9,938 - $10,694	229 Added 1.92%	12,162 $531 Million
Q3 2024 Oct 03, 2024	BUY	$40.45 - $45.49 $211,877 - $238,276	5,238 Added 78.24%	11,933 $543 Million
Q2 2024 Jul 29, 2024	BUY	$39.94 - $42.43 $64,143 - $68,142	1,606 Added 31.56%	6,695 $273 Million
Q1 2024 May 10, 2024	BUY	$39.94 - $42.23 $203,254 - $214,908	5,089 New	5,089 $215 Million

Others Institutions Holding FVD

# of Institutions

631

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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Private Client Services, LLC First Tr Value Line Divid Inde Transaction History