Schrum Private Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 7,009 shares of FVD stock, worth $314,003. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,009
Previous 14,018 50.0%
Holding current value
$314,003
Previous $637,000 52.12%
% of portfolio
0.26%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$43.4 - $46.7 $304,190 - $327,320
-7,009 Reduced 50.0%
7,009 $305,000
Q3 2024

Nov 05, 2024
BUY
$40.45 - $45.49 $283,514 - $318,839
7,009 Added 100.0%
14,018 $637,000
Q1 2022

May 05, 2022
BUY
$39.95 - $43.09 $359 - $387
9 Added 0.13%
7,009 $288,000
Q4 2021

Mar 11, 2022
BUY
$39.46 - $43.04 $276,220 - $301,280
7,000 New
7,000 $301,000

Others Institutions Holding FVD

# of Institutions
633
Shares Held
145M
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
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