Concentrum Wealth Management FVD Holdings History
Concentrum Wealth Management's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 186,858.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $8.33 Mil. This investment constitutes 3.09% of their stock portfolio, and Concentrum Wealth Management now holds 0.09% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 12 purchases of FVD, at an average price of $40.25, for a total of 202,718.00 shares. In addition, there have been 4 sales at an average price of $32.93 for 15,860.00 shares. Based on historical transaction data and FVD's current price of $45.13, Concentrum Wealth Management's estimated gain on his FVD holdings is $795,619.43, reflecting a 9.75% gain to date.
Concentrum Wealth Management FVD ($45.13) Holding Chart
Concentrum Wealth Management FVD ($45.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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