Number of Shares
95,288.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
4.49%
Total Estimate Gain
$19,206.10
% of Total Estimate Gain
0.45%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's First Trust Value Line Dividend Index Fund Holding Summary

As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 95,288.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.25 Mil. This investment constitutes 4.49% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, 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 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of FVD, at an average price of $44.98, for a total of 95,288.00 shares. Based on historical transaction data and FVD's current price of $45.18, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his FVD holdings is $19,206.10, reflecting a 0.45% gain to date.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FVD ($45.18) Holding Chart

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FVD ($45.18) 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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