Fsc Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Fsc Wealth Advisors, LLC

  • $134 Million
  • Q2 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 16,968 shares of FVD stock, worth $762,541. This represents 0.52% of its overall portfolio holdings.

Number of Shares
16,968
Previous 16,238 4.5%
Holding current value
$762,541
Previous $685,000 0.88%
% of portfolio
0.52%
Previous 0.49%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$39.94 - $42.43 $29,156 - $30,973
730 Added 4.5%
16,968 $691,000
Q1 2024

Apr 16, 2024
BUY
$39.94 - $42.23 $24,962 - $26,393
625 Added 4.0%
16,238 $685,000
Q4 2023

Jan 16, 2024
BUY
$36.09 - $40.63 $551,310 - $620,663
15,276 Added 4532.94%
15,613 $633,000
Q3 2022

Oct 13, 2022
SELL
$35.79 - $42.23 $6,012 - $7,094
-168 Reduced 33.27%
337 $12,000
Q4 2021

Apr 28, 2022
BUY
$39.46 - $43.04 $19,927 - $21,735
505 New
505 $22,000

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
Track This Portfolio

Track Fsc Wealth Advisors, LLC Portfolio

Follow Fsc Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email