A detailed history of Iag Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 10,187 shares of FVD stock, worth $453,525. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,187
Previous 11,622 12.35%
Holding current value
$453,525
Previous $473,000 2.11%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 29, 2024

SELL
$40.45 - $45.49 $58,045 - $65,278
-1,435 Reduced 12.35%
10,187 $463,000
Q2 2024

Jul 16, 2024

SELL
$39.94 - $42.43 $21,327 - $22,657
-534 Reduced 4.39%
11,622 $473,000
Q1 2024

Apr 24, 2024

SELL
$39.94 - $42.23 $1,637 - $1,731
-41 Reduced 0.34%
12,156 $513,000
Q4 2023

Feb 02, 2024

SELL
$36.09 - $40.63 $48,721 - $54,850
-1,350 Reduced 9.97%
12,197 $494,000
Q3 2023

Oct 24, 2023

SELL
$37.39 - $41.11 $14,956 - $16,444
-400 Reduced 2.87%
13,547 $506,000
Q2 2023

Aug 10, 2023

SELL
$38.66 - $40.72 $4,368 - $4,601
-113 Reduced 0.8%
13,947 $559,000
Q1 2023

Apr 25, 2023

SELL
$38.43 - $41.37 $4,726 - $5,088
-123 Reduced 0.87%
14,060 $564,000
Q4 2022

Feb 08, 2023

SELL
$35.61 - $41.46 $29,128 - $33,914
-818 Reduced 5.45%
14,183 $566,000
Q3 2022

Oct 26, 2022

BUY
$35.79 - $42.23 $85,896 - $101,351
2,400 Added 19.05%
15,001 $537,000
Q2 2022

Aug 03, 2022

SELL
$37.24 - $43.02 $12,438 - $14,368
-334 Reduced 2.58%
12,601 $489,000
Q1 2022

May 04, 2022

SELL
$39.95 - $43.09 $9,228 - $9,953
-231 Reduced 1.75%
12,935 $547,000
Q4 2021

Feb 14, 2022

SELL
$39.46 - $43.04 $3,354 - $3,658
-85 Reduced 0.64%
13,166 $567,000
Q3 2021

Nov 04, 2021

BUY
$39.2 - $41.72 $21,560 - $22,946
550 Added 4.33%
13,251 $520,000
Q2 2021

Aug 04, 2021

SELL
$38.16 - $40.72 $30,871 - $32,942
-809 Reduced 5.99%
12,701 $506,000
Q1 2021

Apr 29, 2021

SELL
$34.56 - $38.32 $23,604 - $26,172
-683 Reduced 4.81%
13,510 $514,000
Q4 2020

Feb 11, 2021

SELL
$31.33 - $35.27 $52,477 - $59,077
-1,675 Reduced 10.56%
14,193 $498,000
Q2 2020

Feb 11, 2021

BUY
$26.27 - $33.19 $24,273 - $30,667
924 Added 6.18%
15,868 $482,000
Q1 2020

Feb 11, 2021

BUY
$23.88 - $36.88 $74,457 - $114,991
3,118 Added 26.37%
14,944 $414,000
Q4 2019

Feb 11, 2021

BUY
$33.78 - $36.07 $399,482 - $426,563
11,826 New
11,826 $427,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.