Balanced Wealth Group LLC First Tr Value Line Divid Inde Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Balanced Wealth Group LLC holds 110,720 shares of FVD stock, worth $5.11 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

110,720

Previous 114,461 3.27%

Holding current value

$5.11 Million

Previous $5.1 Billion 2.53%

% of portfolio

2.16%

Previous 2.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$40.62 - $45.12 $151,959 - $168,793	-3,741 Reduced 3.27%	110,720 $4.97 Billion
Q1 2025 Apr 15, 2025	SELL	$42.61 - $45.51 $2,513 - $2,685	-59 Reduced 0.05%	114,461 $5.1 Billion
Q4 2024 Feb 10, 2025	SELL	$43.4 - $46.7 $121,737 - $130,993	-2,805 Reduced 2.39%	114,520 $5.09 Billion
Q3 2024 Oct 28, 2024	SELL	$40.45 - $45.49 $10,031 - $11,281	-248 Reduced 0.21%	117,325 $5.34 Billion
Q2 2024 Aug 13, 2024	SELL	$39.94 - $42.43 $71,053 - $75,482	-1,779 Reduced 1.49%	117,573 $4.77 Billion
Q1 2024 May 13, 2024	BUY	$39.94 - $42.23 $776,553 - $821,077	19,443 Added 19.46%	119,352 $5.01 Billion
Q4 2023 Feb 06, 2024	BUY	$36.09 - $40.63 $3.61 Million - $4.06 Million	99,909 New	99,909 $4.05 Billion

Others Institutions Holding FVD

# of Institutions

644

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Balanced Wealth Group LLC First Tr Value Line Divid Inde Transaction History