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

Gratus Wealth Advisors, LLC

  • $612 Billion
  • Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 6,821 shares of FVD stock, worth $300,601. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,821
Previous 6,787 0.5%
Holding current value
$300,601
Previous $287 Million 6.43%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$40.45 - $45.49 $1,375 - $1,546
34 Added 0.5%
6,821 $305 Million
Q2 2024

Jul 22, 2024
SELL
$39.94 - $42.43 $32,790 - $34,835
-821 Reduced 10.79%
6,787 $287 Million
Q1 2024

May 09, 2024
SELL
$39.94 - $42.23 $11,143 - $11,782
-279 Reduced 3.54%
7,608 $305 Million
Q4 2023

May 09, 2024
BUY
$36.09 - $40.63 $284,641 - $320,448
7,887 New
7,887 $320 Million

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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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