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

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iams Wealth Management, LLC holds 87,201 shares of FVD stock, worth $3.54 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
87,201
Previous 88,024 0.93%
Holding current value
$3.54 Million
Previous $3.57 Billion 0.12%
% of portfolio
2.18%
Previous 2.31%

Shares

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

Apr 18, 2024
SELL
$39.94 - $42.23 $32,870 - $34,755
-823 Reduced 0.93%
87,201 $3.57 Billion
Q4 2023

Feb 07, 2024
BUY
$36.09 - $40.63 $110,146 - $124,002
3,052 Added 3.59%
88,024 $3.57 Billion
Q3 2023

Nov 14, 2023
BUY
$37.39 - $41.11 $3.18 Million - $3.49 Million
84,972 New
84,972 $3.18 Billion
Q1 2023

Oct 30, 2023
BUY
$38.43 - $41.37 $329,729 - $354,954
8,580 Added 14.85%
66,356 $2.64 Billion
Q4 2022

Oct 27, 2023
BUY
$38.06 - $41.46 $2.2 Million - $2.4 Million
57,776 New
57,776 $2.31 Billion

Others Institutions Holding FVD

# of Institutions
561
Shares Held
155M
Call Options Held
5.2K
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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