STONEHAVEN WEALTH & TAX SOLUTIONS, LLC FVD Holdings History
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 $18,729.66, reflecting a 0.44% 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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