Bartlett & Co. Wealth Management LLC First Tr Value Line Divid Inde Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.5 Trillion
  • Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,622 shares of FVD stock, worth $106,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,622
Previous 3,500 25.09%
Holding current value
$106,348
Previous $143 Million 22.6%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$39.94 - $42.23 $35,067 - $37,077
-878 Reduced 25.09%
2,622 $111 Million
Q4 2023

Feb 14, 2024
BUY
$36.09 - $40.63 $126,315 - $142,205
3,500 New
3,500 $143 Million
Q2 2023

Feb 14, 2024
SELL
$38.66 - $40.72 $9,433 - $9,935
-244 Closed
0 $0
Q1 2022

Feb 14, 2024
BUY
$39.95 - $43.09 $9,747 - $10,513
244 New
244 $10.3 Million
Q3 2020

Feb 13, 2024
SELL
$29.87 - $32.88 $6,332 - $6,970
-212 Closed
0 $0
Q2 2020

Feb 13, 2024
BUY
$26.27 - $33.19 $5,569 - $7,036
212 New
212 $6.43 Million

Others Institutions Holding FVD

# of Institutions
561
Shares Held
155M
Call Options Held
5.2K
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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