Ptm Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Ptm Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 17,248 shares of FVD stock, worth $791,855. This represents 0.48% of its overall portfolio holdings.

Number of Shares
17,248
Previous 17,475 1.3%
Holding current value
$791,855
Previous $795 Million 0.28%
% of portfolio
0.48%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$44.73 - $46.86 $10,153 - $10,637
-227 Reduced 1.3%
17,248 $797 Million
Q2 2025

Jul 08, 2025
BUY
$40.62 - $45.12 $32,455 - $36,050
799 Added 4.79%
17,475 $795 Million
Q1 2025

May 07, 2025
BUY
$42.61 - $45.51 $710,564 - $758,924
16,676 New
16,676 $677 Million

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
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 Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, LLC 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 Ptm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email