49 Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

49 Wealth Management, LLC

$830 Billion
Q1 2025

A detailed history of 49 Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 49 Wealth Management, LLC holds 14,466 shares of FVD stock, worth $642,724. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,466

Previous 11,080 30.56%

Holding current value

$642,724

Previous $484 Million 33.4%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$42.61 - $45.51 $144,277 - $154,096	3,386 Added 30.56%	14,466 $645 Million
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $74,734 - $80,417	-1,722 Reduced 13.45%	11,080 $484 Million
Q3 2024 Nov 12, 2024	SELL	$40.45 - $45.49 $55,133 - $62,002	-1,363 Reduced 9.62%	12,802 $582 Million
Q2 2024 Jul 30, 2024	BUY	$39.94 - $42.43 $11,702 - $12,431	293 Added 2.11%	14,165 $575 Million
Q1 2024 May 07, 2024	BUY	$39.94 - $42.23 $37,943 - $40,118	950 Added 7.35%	13,872 $581 Million
Q4 2023 May 07, 2024	BUY	$36.09 - $40.63 $466,354 - $525,020	12,922 New	12,922 $524 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Account

49 Wealth Management, LLC First Tr Value Line Divid Inde Transaction History