Morey & Quinn Wealth Partners, LLC FVD Holdings History
Morey & Quinn Wealth Partners, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 98,316.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.38 Mil. This investment constitutes 3.63% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0.05% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2024Q4. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of FVD, at an average price of $45.24, for a total of 98,316.00 shares. Based on historical transaction data and FVD's current price of $45.13, Morey & Quinn Wealth Partners, LLC's estimated gain on his FVD holdings is $-10,438.74, reflecting a -0.23% gain to date.
Morey & Quinn Wealth Partners, LLC FVD ($45.13) Holding Chart
Morey & Quinn Wealth Partners, 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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