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

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 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 14,018 shares of FVD stock, worth $622,819. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,018
Previous 7,009 100.0%
Holding current value
$622,819
Previous $285,000 123.51%
% of portfolio
0.33%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
587
Shares Held
135M
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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