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

Schrum Private Wealth Management LLC

  • $135 Million
  • Q3 2025

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 $321,783. This represents 0.24% of its overall portfolio holdings.

Number of Shares
7,009
Previous 7,009 -0.0%
Holding current value
$321,783
Previous $313,000 3.51%
% of portfolio
0.24%
Previous 0.25%

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
657
Shares Held
137M
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 Schrum Private Wealth Management LLC Portfolio

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

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email