A detailed history of Glassman Wealth Services transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Glassman Wealth Services holds 991 shares of FVD stock, worth $40,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares
991
Previous 2,032 51.23%
Holding current value
$40,333
Previous $82,000 50.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 03, 2024

SELL
$39.94 - $42.23 $41,577 - $43,961
-1,041 Reduced 51.23%
991 $41,000
Q4 2021

Feb 14, 2022

BUY
$39.46 - $43.04 $80,182 - $87,457
2,032 New
2,032 $87,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services 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 Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.