Hb Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,508 shares of FVD stock, worth $302,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,508
Previous 8,663 24.88%
Holding current value
$302,556
Previous $353,000 16.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024
SELL
$40.45 - $45.49 $87,169 - $98,030
-2,155 Reduced 24.88%
6,508 $296,000
Q2 2024

Jul 26, 2024
BUY
$39.94 - $42.43 $87,428 - $92,879
2,189 Added 33.81%
8,663 $353,000
Q1 2024

Apr 30, 2024
SELL
$39.94 - $42.23 $12,860 - $13,598
-322 Reduced 4.74%
6,474 $273,000
Q4 2023

Jan 16, 2024
BUY
$36.09 - $40.63 $469 - $528
13 Added 0.19%
6,796 $275,000
Q3 2023

Oct 13, 2023
BUY
$37.39 - $41.11 $673 - $739
18 Added 0.27%
6,783 $253,000
Q2 2023

Jul 13, 2023
BUY
$38.66 - $40.72 $541 - $570
14 Added 0.21%
6,765 $271,000
Q1 2023

Apr 13, 2023
SELL
$38.43 - $41.37 $28,668 - $30,862
-746 Reduced 9.95%
6,751 $271,000
Q4 2022

Jan 20, 2023
BUY
$35.61 - $41.46 $40,381 - $47,015
1,134 Added 17.82%
7,497 $0
Q3 2022

Oct 19, 2022
SELL
$35.79 - $42.23 $28,238 - $33,319
-789 Reduced 11.03%
6,363 $228,000
Q2 2022

Jul 15, 2022
BUY
$37.24 - $43.02 $30,238 - $34,932
812 Added 12.81%
7,152 $278,000
Q1 2022

May 16, 2022
BUY
$39.95 - $43.09 $559 - $603
14 Added 0.22%
6,340 $268,000
Q4 2021

Feb 15, 2022
BUY
$39.46 - $43.04 $249,623 - $272,271
6,326 New
6,326 $272,000

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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