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 12,802 shares of FVD stock, worth $591,964. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,802
Previous 14,165 9.62%
Holding current value
$591,964
Previous $575 Million 1.36%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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