Alta Wealth Advisors LLC First Tr Value Line Divid Inde Transaction History

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 4,736 shares of FVD stock, worth $207,484. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,736
Previous 4,736 -0.0%
Holding current value
$207,484
Previous $206,000 2.43%
% of portfolio
0.1%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$43.4 - $46.7 $39,711 - $42,730
-915 Reduced 16.19%
4,736 $206,000
Q3 2024

Oct 18, 2024
SELL
$40.45 - $45.49 $20,993 - $23,609
-519 Reduced 8.41%
5,651 $257,000
Q2 2024

Jul 24, 2024
BUY
$39.94 - $42.43 $39 - $42
1 Added 0.02%
6,170 $251,000
Q1 2024

May 01, 2024
BUY
$39.94 - $42.23 $79 - $84
2 Added 0.03%
6,169 $260,000
Q4 2023

Feb 12, 2024
SELL
$36.09 - $40.63 $797,011 - $897,272
-22,084 Reduced 78.17%
6,167 $250,000
Q3 2023

Oct 19, 2023
SELL
$37.39 - $41.11 $16,825 - $18,499
-450 Reduced 1.57%
28,251 $1.06 Million
Q2 2023

Jul 17, 2023
BUY
$38.66 - $40.72 $46,701 - $49,189
1,208 Added 4.39%
28,701 $1.15 Million
Q1 2023

Apr 21, 2023
SELL
$38.43 - $41.37 $47,730 - $51,381
-1,242 Reduced 4.32%
27,493 $1.1 Million
Q4 2022

Jan 20, 2023
BUY
$35.61 - $41.46 $60,002 - $69,860
1,685 Added 6.23%
28,735 $0
Q3 2022

Oct 17, 2022
BUY
$35.79 - $42.23 $27,093 - $31,968
757 Added 2.88%
27,050 $968,000
Q2 2022

Jul 28, 2022
BUY
$37.24 - $43.02 $1,936 - $2,237
52 Added 0.2%
26,293 $1.02 Million
Q1 2022

Apr 27, 2022
BUY
$39.95 - $43.09 $31,800 - $34,299
796 Added 3.13%
26,241 $1.11 Million
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $160,760 - $175,344
4,074 Added 19.06%
25,445 $1.1 Million
Q3 2021

Oct 13, 2021
BUY
$39.2 - $41.72 $129,477 - $137,801
3,303 Added 18.28%
21,371 $838,000
Q2 2021

Aug 02, 2021
BUY
$38.16 - $40.72 $132,071 - $140,931
3,461 Added 23.69%
18,068 $719,000
Q1 2021

Apr 20, 2021
BUY
$34.56 - $38.32 $66,009 - $73,191
1,910 Added 15.04%
14,607 $555,000
Q4 2020

Feb 08, 2021
BUY
$31.33 - $35.27 $397,797 - $447,823
12,697 New
12,697 $445,000

Others Institutions Holding FVD

# of Institutions
627
Shares Held
144M
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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