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

Balanced Wealth Group LLC

  • $220 Billion
  • Q2 2024

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 117,573 shares of FVD stock, worth $5.3 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
117,573
Previous 119,352 1.49%
Holding current value
$5.3 Million
Previous $5.01 Billion 4.78%
% of portfolio
2.17%
Previous 2.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
557
Shares Held
142M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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