UNIONVIEW, LLC FVD Holdings History
UNIONVIEW, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2024-12-31, UNIONVIEW, LLC held 179,632.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $7.85 Mil. This investment constitutes 5.75% of their stock portfolio, and UNIONVIEW, LLC now holds 0.09% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2021Q4. And since then UNIONVIEW, LLC has made 7 purchases of FVD, at an average price of $40.80, for a total of 363,669.00 shares. In addition, there have been 5 sales at an average price of $40.82 for 184,037.00 shares. Based on historical transaction data and FVD's current price of $45.13, UNIONVIEW, LLC's estimated gain on his FVD holdings is $780,684.43, reflecting a 5.26% gain to date.
UNIONVIEW, LLC FVD ($45.13) Holding Chart
UNIONVIEW, 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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