Simplicity Wealth,Llc First Tr Value Line Divid Inde Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Simplicity Wealth,Llc holds 74,902 shares of FVD stock, worth $3.31 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
74,902
Previous 92,220 18.78%
Holding current value
$3.31 Million
Previous $3.76 Million 9.32%
% of portfolio
0.33%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$40.45 - $45.49 $700,513 - $787,795
-17,318 Reduced 18.78%
74,902 $3.41 Million
Q2 2024

Jul 10, 2024
SELL
$39.94 - $42.43 $57,353 - $60,929
-1,436 Reduced 1.53%
92,220 $3.76 Million
Q1 2024

Apr 24, 2024
BUY
$39.94 - $42.23 $3.74 Million - $3.96 Million
93,656 New
93,656 $3.96 Million

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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