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

Private Client Services, LLC

$299 Billion
Q3 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 10,268 shares of FVD stock, worth $471,403. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,268

Previous 11,728 12.45%

Holding current value

$471,403

Previous $524 Million 9.43%

% of portfolio

0.16%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$44.73 - $46.86 $65,305 - $68,415	-1,460 Reduced 12.45%	10,268 $475 Million
Q2 2025 Jul 01, 2025	SELL	$40.62 - $45.12 $13,242 - $14,709	-326 Reduced 2.7%	11,728 $524 Million
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

656

Shares Held

138M

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