Golden State Wealth Management, LLC FVD Holdings History
Golden State Wealth Management, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 460,220.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $20.52 Mil. This investment constitutes 3.05% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.23% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 10 purchases of FVD, at an average price of $34.85, for a total of 2.08 Mil shares. In addition, there have been 4 sales at an average price of $33.50 for 1.62 Mil shares. Based on historical transaction data and FVD's current price of $45.13, Golden State Wealth Management, LLC's estimated gain on his FVD holdings is $2.53 Mil, reflecting a 3.49% gain to date.
Golden State Wealth Management, LLC FVD ($45.13) Holding Chart
Golden State Wealth Management, LLC 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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