Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$35.61 - $41.46 $25,639 - $29,851
720 Added 36.51%
2,692 $107,000
Q3 2022

Nov 14, 2022

BUY
$35.79 - $42.23 $50,249 - $59,290
1,404 Added 247.18%
1,972 $71,000
Q1 2022

Aug 15, 2022

SELL
$39.95 - $43.09 $2,996 - $3,231
-75 Reduced 11.66%
568 $24,000
Q1 2021

Jul 16, 2021

BUY
$34.56 - $38.32 $22,222 - $24,639
643 New
643 $24,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.